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 | $274,466 | $110,261+148.9% | $95,745+186.7% | $139,434+96.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.33% | 27.11%-7.8pp | 28.35%-9.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $17,908 | $3,257+449.8% | $2,835+531.8% | $4,751+276.9% |
| Participant deferral / active EE | $6,797 | $4,676+45.4% | $4,245+60.1% | $6,710+1.3% |
| Admin fee / account holder | $20,211 | $6,613+205.6% | $5,678+256.0% | $11,403+77.2% |