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 | $310,309 | $77,899+298.3% | $149,673+107.3% | $75,163+312.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.45% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $15,918 | $3,137+407.4% | $4,818+230.4% | $2,670+496.2% |
| Participant deferral / active EE | $5,520 | $3,411+61.8% | $5,680-2.8% | $4,125+33.8% |
| Admin fee / account holder | $35,728 | $5,956+499.8% | $13,210+170.5% | $5,651+532.3% |