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 | $252,134 | $78,422+221.5% | $95,952+162.8% | $79,858+215.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.65% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $12,996 | $1,945+568.2% | $2,541+411.5% | $2,471+426.0% |
| Participant deferral / active EE | $4,481 | $3,440+30.3% | $4,167+7.5% | $3,740+19.8% |
| Admin fee / account holder | $6,612 | $5,622+17.6% | $6,795-2.7% | $5,306+24.6% |