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 | $453,840 | $84,233+438.8% | $170,442+166.3% | $70,131+547.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.64% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $25,641 | $3,387+657.0% | $5,433+372.0% | $2,342+994.6% |
| Participant deferral / active EE | $14,931 | $3,086+383.9% | $4,939+202.3% | $3,332+348.1% |
| Admin fee / account holder | $44,998 | $5,698+689.7% | $13,880+224.2% | $4,645+868.7% |