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 | $263,491 | $165,335+59.4% | $149,696+76.0% | $158,922+65.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.89% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $11,603 | $5,103+127.4% | $4,644+149.8% | $4,761+143.7% |
| Participant deferral / active EE | $12,431 | $7,181+73.1% | $6,842+81.7% | $5,982+107.8% |
| Admin fee / account holder | $19,406 | $10,807+79.6% | $9,309+108.5% | $11,246+72.6% |