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 | $307,884 | $77,899+295.2% | $149,673+105.7% | $75,163+309.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.51% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $6,365 | $3,137+102.9% | $4,818+32.1% | $2,670+138.4% |
| Participant deferral / active EE | $20,855 | $3,411+511.4% | $5,680+267.2% | $4,125+405.6% |
| Admin fee / account holder | $26,332 | $5,956+342.1% | $13,210+99.3% | $5,651+366.0% |