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 | $402,106 | $62,573+542.6% | $85,682+369.3% | $85,850+368.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.74% | 23.77%-10.0pp | 21.49%-7.7pp | 318.53%-304.8pp |
| Employer contribution / active EE | $44,601 | $1,757+2438.9% | $2,618+1603.4% | $2,565+1638.8% |
| Participant deferral / active EE | $14,867 | $2,802+430.5% | $3,923+279.0% | $3,952+276.2% |
| Admin fee / account holder | $13,385 | $4,640+188.5% | $6,873+94.8% | $6,260+113.8% |