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 | $278,521 | $109,881+153.5% | $150,045+85.6% | $84,808+228.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.05% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,496 | $3,561+222.8% | $4,693+145.0% | $2,631+336.9% |
| Participant deferral / active EE | $10,539 | $6,636+58.8% | $7,997+31.8% | $4,212+150.2% |
| Admin fee / account holder | $10,319 | $8,568+20.4% | $13,435-23.2% | $7,344+40.5% |