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 | $260,944 | $98,463+165.0% | $119,258+118.8% | $85,850+204.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 15.19% | 38.53%-23.3pp | 30.69%-15.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $7,686 | $3,698+107.9% | $4,384+75.3% | $2,565+199.7% |
| Participant deferral / active EE | $6,638 | $4,942+34.3% | $6,111+8.6% | $3,952+68.0% |
| Admin fee / account holder | $8,796 | $7,493+17.4% | $7,226+21.7% | $6,260+40.5% |