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 | $347,040 | $80,717+329.9% | $154,803+124.2% | $84,808+309.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.10% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $13,569 | $2,761+391.4% | $4,305+215.2% | $2,631+415.7% |
| Participant deferral / active EE | $8,749 | $3,303+164.9% | $5,540+57.9% | $4,212+107.7% |
| Admin fee / account holder | $1,575 | $6,746-76.7% | $14,329-89.0% | $7,344-78.6% |