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 | $303,109 | $76,000+298.8% | $154,107+96.7% | $64,186+372.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.28% | 30.32%-22.0pp | 735.12%-726.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $12,290 | $3,351+266.8% | $5,298+132.0% | $2,381+416.2% |
| Participant deferral / active EE | $8,634 | $3,175+171.9% | $5,081+69.9% | $3,470+148.9% |
| Admin fee / account holder | $77,581 | $5,596+1286.3% | $13,411+478.5% | $4,888+1487.2% |