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 | $565,844 | $84,233+571.8% | $170,442+232.0% | $70,131+706.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.51% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $23,813 | $3,387+603.1% | $5,433+338.3% | $2,342+916.6% |
| Participant deferral / active EE | $17,288 | $3,086+460.3% | $4,939+250.0% | $3,332+418.9% |
| Admin fee / account holder | $1,446 | $5,698-74.6% | $13,880-89.6% | $4,645-68.9% |