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 | $437,405 | $142,405+207.2% | $115,157+279.8% | $152,861+186.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 9.70% | 41.48%-31.8pp | 35.60%-25.9pp | 345.32%-335.6pp |
| Employer contribution / active EE | $10,491 | $4,010+161.6% | $3,179+230.0% | $4,762+120.3% |
| Participant deferral / active EE | $14,375 | $5,164+178.4% | $4,168+244.9% | $5,850+145.7% |
| Admin fee / account holder | $3,987 | $8,462-52.9% | $7,088-43.7% | $11,596-65.6% |