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 | $303,383 | $98,750+207.2% | $149,696+102.7% | $79,858+279.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.19% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $7,770 | $3,216+141.6% | $4,644+67.3% | $2,471+214.5% |
| Participant deferral / active EE | $9,751 | $5,680+71.7% | $6,842+42.5% | $3,740+160.7% |
| Admin fee / account holder | $9,504 | $6,053+57.0% | $9,309+2.1% | $5,306+79.1% |