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 | $254,232 | $95,416+166.4% | $185,823+36.8% | $85,850+196.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.45% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $6,017 | $3,314+81.6% | $5,167+16.4% | $2,565+134.6% |
| Participant deferral / active EE | $3,987 | $3,423+16.5% | $5,568-28.4% | $3,952+0.9% |
| Admin fee / account holder | $120,721 | $7,213+1573.7% | $16,237+643.5% | $6,260+1828.5% |