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 | $269,802 | $83,337+223.7% | $67,834+297.7% | $273,961-1.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.64% | 259.45%-248.8pp | 138.47%-127.8pp | 41.45%-30.8pp |
| Employer contribution / active EE | $4,695 | $3,287+42.8% | $2,403+95.4% | $4,869-3.6% |
| Participant deferral / active EE | $11,644 | $4,088+184.8% | $3,160+268.5% | $5,287+120.2% |
| Admin fee / account holder | $55,732 | $6,752+725.4% | $4,622+1105.7% | $10,132+450.1% |