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 | $330,163 | $105,931+211.7% | $81,930+303.0% | $158,922+107.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 37.44% | 38.17%-0.7pp | 29.49%+7.9pp | 302.83%-265.4pp |
| Employer contribution / active EE | $419,796 | $7,800+5282.2% | $4,310+9640.0% | $4,761+8717.1% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,580 | $8,489-46.0% | $5,158-11.2% | $11,246-59.3% |