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 | $388,145 | $98,750+293.1% | $149,696+159.3% | $79,858+386.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.42% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $14,898 | $3,216+363.2% | $4,644+220.8% | $2,471+503.0% |
| Participant deferral / active EE | $10,180 | $5,680+79.2% | $6,842+48.8% | $3,740+172.2% |
| Admin fee / account holder | $3,471 | $6,053-42.7% | $9,309-62.7% | $5,306-34.6% |