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 | $374,410 | $98,750+279.2% | $149,696+150.1% | $79,858+368.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.28% | 27.43%-10.2pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $9,880 | $3,216+207.2% | $4,644+112.7% | $2,471+299.9% |
| Participant deferral / active EE | $9,734 | $5,680+71.4% | $6,842+42.3% | $3,740+160.3% |
| Admin fee / account holder | $7,845 | $6,053+29.6% | $9,309-15.7% | $5,306+47.8% |