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 | $272,887 | $98,750+176.3% | $149,696+82.3% | $79,858+241.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.63% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $22,119 | $3,216+587.7% | $4,644+376.3% | $2,471+795.2% |
| Participant deferral / active EE | $11,047 | $5,680+94.5% | $6,842+61.5% | $3,740+195.4% |
| Admin fee / account holder | $2,831 | $6,053-53.2% | $9,309-69.6% | $5,306-46.6% |