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 | $396,192 | $77,899+408.6% | $149,673+164.7% | $75,163+427.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.71% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $15,068 | $3,137+380.3% | $4,818+212.8% | $2,670+464.4% |
| Participant deferral / active EE | $5,612 | $3,411+64.5% | $5,680-1.2% | $4,125+36.0% |
| Admin fee / account holder | $26,548 | $5,956+345.7% | $13,210+101.0% | $5,651+369.8% |