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 | $318,509 | $77,899+308.9% | $149,673+112.8% | $75,163+323.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.51% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $9,104 | $3,137+190.2% | $4,818+89.0% | $2,670+241.0% |
| Participant deferral / active EE | $8,609 | $3,411+152.4% | $5,680+51.6% | $4,125+108.7% |
| Admin fee / account holder | $16,137 | $5,956+170.9% | $13,210+22.2% | $5,651+185.6% |