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 | $292,206 | $81,632+258.0% | $70,449+314.8% | $158,922+83.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.39% | 208.40%-195.0pp | 109.03%-95.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $16,942 | $3,217+426.6% | $2,737+519.1% | $4,761+255.8% |
| Participant deferral / active EE | $3,440 | $4,554-24.5% | $3,709-7.2% | $5,982-42.5% |
| Admin fee / account holder | $40,440 | $6,193+553.0% | $3,845+951.7% | $11,246+259.6% |