See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,563 | $109,327+209.7% | $89,391+278.7% | $158,922+113.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.52% | 345.68%-332.2pp | 245.62%-232.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $13,189 | $3,170+316.1% | $2,586+410.1% | $4,761+177.0% |
| Participant deferral / active EE | $12,632 | $4,598+174.7% | $3,890+224.7% | $5,982+111.2% |
| Admin fee / account holder | $19,821 | $6,153+222.1% | $4,881+306.0% | $11,246+76.3% |