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 | $622,108 | $89,753+593.1% | $107,525+478.6% | $84,808+633.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.18% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $25,124 | $3,113+707.0% | $3,754+569.4% | $2,631+854.9% |
| Participant deferral / active EE | $8,385 | $4,056+106.7% | $5,116+63.9% | $4,212+99.1% |
| Admin fee / account holder | $26,722 | $7,222+270.0% | $8,919+199.6% | $7,344+263.9% |