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 | $297,945 | $77,899+282.5% | $149,673+99.1% | $75,163+296.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.00% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $9,196 | $3,137+193.1% | $4,818+90.9% | $2,670+244.5% |
| Participant deferral / active EE | $5,954 | $3,411+74.5% | $5,680+4.8% | $4,125+44.3% |
| Admin fee / account holder | $3,704 | $5,956-37.8% | $13,210-72.0% | $5,651-34.5% |