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 | $263,754 | $102,616+157.0% | $81,983+221.7% | $158,922+66.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.39% | 61.04%-46.6pp | 41.31%-26.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $4,912 | $3,240+51.6% | $2,498+96.6% | $4,761+3.2% |
| Participant deferral / active EE | $15,821 | $4,648+240.4% | $3,722+325.1% | $5,982+164.5% |
| Admin fee / account holder | $65,218 | $8,235+692.0% | $5,664+1051.5% | $11,246+479.9% |