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 | $328,891 | $58,828+459.1% | $77,999+321.7% | $62,891+423.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.26% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $17,554 | $1,672+950.1% | $2,470+610.7% | $2,281+669.6% |
| Participant deferral / active EE | $12,234 | $2,686+355.6% | $3,497+249.9% | $3,203+282.0% |
| Admin fee / account holder | $1,219 | $4,393-72.3% | $5,480-77.8% | $4,296-71.6% |