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 | $1,345,126 | $68,719+1857.4% | $91,541+1369.4% | $84,808+1486.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 57.86% | 19.12%+38.7pp | 20.50%+37.4pp | 40.90%+17.0pp |
| Employer contribution / active EE | $6,047 | $1,920+215.0% | $2,505+141.4% | $2,631+129.8% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,404 | $5,786+200.8% | $6,956+150.2% | $7,344+137.0% |