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 | $316,640 | $85,022+272.4% | $70,515+349.0% | $139,434+127.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.26% | 30.38%-17.1pp | 32.77%-19.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $14,347 | $3,909+267.0% | $2,973+382.5% | $4,751+202.0% |
| Participant deferral / active EE | $3,942 | $5,890-33.1% | $4,567-13.7% | $6,710-41.3% |
| Admin fee / account holder | $41,271 | $8,906+363.4% | $6,412+543.6% | $11,403+261.9% |