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 | $444,846 | $84,233+428.1% | $170,442+161.0% | $70,131+534.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.48% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $13,056 | $3,387+285.5% | $5,433+140.3% | $2,342+457.4% |
| Participant deferral / active EE | $7,731 | $3,086+150.5% | $4,939+56.5% | $3,332+132.0% |
| Admin fee / account holder | $60,283 | $5,698+958.0% | $13,880+334.3% | $4,645+1197.7% |