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 | $399,271 | $83,337+379.1% | $67,834+488.6% | $273,961+45.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.67% | 259.45%-251.8pp | 138.47%-130.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $11,873 | $3,287+261.2% | $2,403+394.0% | $4,869+143.9% |
| Participant deferral / active EE | $12,065 | $4,088+195.1% | $3,160+281.8% | $5,287+128.2% |
| Admin fee / account holder | $10,385 | $6,752+53.8% | $4,622+124.7% | $10,132+2.5% |