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 | $396,963 | $84,233+371.3% | $170,442+132.9% | $70,131+466.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.29% | 23.06%-4.8pp | 205.93%-187.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $6,833 | $3,387+101.7% | $5,433+25.8% | $2,342+191.7% |
| Participant deferral / active EE | $3,521 | $3,086+14.1% | $4,939-28.7% | $3,332+5.7% |
| Admin fee / account holder | $3,535 | $5,698-38.0% | $13,880-74.5% | $4,645-23.9% |