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 | $461,286 | $100,923+357.1% | $150,045+207.4% | $74,304+520.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.42% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $15,353 | $3,463+343.3% | $4,693+227.1% | $2,241+585.0% |
| Participant deferral / active EE | $15,959 | $6,709+137.9% | $7,997+99.6% | $3,767+323.6% |
| Admin fee / account holder | $14,680 | $2,767+430.6% | $13,435+9.3% | $2,969+394.5% |