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 | $282,517 | $85,766+229.4% | $136,294+107.3% | $70,131+302.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.45% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $12,420 | $2,966+318.7% | $4,695+164.5% | $2,342+430.2% |
| Participant deferral / active EE | $8,357 | $5,051+65.4% | $6,247+33.8% | $3,332+150.8% |
| Admin fee / account holder | $84,283 | $5,420+1454.9% | $9,243+811.8% | $4,645+1714.4% |