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 | $254,784 | $84,233+202.5% | $170,442+49.5% | $70,131+263.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.75% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $9,736 | $3,387+187.4% | $5,433+79.2% | $2,342+315.6% |
| Participant deferral / active EE | $7,495 | $3,086+142.9% | $4,939+51.7% | $3,332+125.0% |
| Admin fee / account holder | $39,376 | $5,698+591.0% | $13,880+183.7% | $4,645+747.6% |