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 | $356,817 | $98,750+261.3% | $149,696+138.4% | $79,858+346.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.06% | 27.43%-9.4pp | 276.60%-258.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $9,868 | $3,216+206.8% | $4,644+112.5% | $2,471+299.4% |
| Participant deferral / active EE | $11,271 | $5,680+98.4% | $6,842+64.7% | $3,740+201.3% |
| Admin fee / account holder | $8,060 | $6,053+33.2% | $9,309-13.4% | $5,306+51.9% |