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 | $266,914 | $65,395+308.2% | $182,532+46.2% | $72,985+265.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 22.75% | 27.68%-4.9pp | 148.54%-125.8pp | 81.00%-58.3pp |
| Employer contribution / active EE | $11,511 | $1,911+502.3% | $4,076+182.4% | $2,440+371.8% |
| Participant deferral / active EE | $7,419 | $3,563+108.2% | $5,524+34.3% | $3,607+105.7% |
| Admin fee / account holder | $7,596 | $4,245+79.0% | $8,592-11.6% | $5,124+48.2% |