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 | $440,996 | $110,261+300.0% | $95,745+360.6% | $139,434+216.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.54% | 27.11%-15.6pp | 28.35%-16.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $8,112 | $3,257+149.0% | $2,835+186.2% | $4,751+70.8% |
| Participant deferral / active EE | $13,065 | $4,676+179.4% | $4,245+207.8% | $6,710+94.7% |
| Admin fee / account holder | $28,412 | $6,613+329.6% | $5,678+400.4% | $11,403+149.2% |