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 | $309,042 | $98,750+213.0% | $149,696+106.4% | $79,858+287.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.40% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $8,914 | $3,216+177.1% | $4,644+91.9% | $2,471+260.8% |
| Participant deferral / active EE | $10,258 | $5,680+80.6% | $6,842+49.9% | $3,740+174.3% |
| Admin fee / account holder | $14,207 | $6,053+134.7% | $9,309+52.6% | $5,306+167.7% |