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 | $266,327 | $83,337+219.6% | $67,834+292.6% | $273,961-2.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.19% | 259.45%-251.3pp | 138.47%-130.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $12,638 | $3,287+284.5% | $2,403+425.8% | $4,869+159.6% |
| Participant deferral / active EE | $5,032 | $4,088+23.1% | $3,160+59.2% | $5,287-4.8% |
| Admin fee / account holder | $12,660 | $6,752+87.5% | $4,622+173.9% | $10,132+25.0% |