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 | $387,404 | $98,750+292.3% | $149,696+158.8% | $79,858+385.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.22% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $14,755 | $3,216+358.7% | $4,644+217.7% | $2,471+497.2% |
| Participant deferral / active EE | $9,083 | $5,680+59.9% | $6,842+32.8% | $3,740+142.9% |
| Admin fee / account holder | $17,460 | $6,053+188.5% | $9,309+87.6% | $5,306+229.0% |