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 | $396,154 | $109,881+260.5% | $150,045+164.0% | $84,808+367.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.33% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $24,220 | $3,561+580.1% | $4,693+416.1% | $2,631+820.6% |
| Participant deferral / active EE | $21,341 | $6,636+221.6% | $7,997+166.9% | $4,212+406.7% |
| Admin fee / account holder | $3,421 | $8,568-60.1% | $13,435-74.5% | $7,344-53.4% |