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 | $460,859 | $98,750+366.7% | $149,696+207.9% | $79,858+477.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.65% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $13,603 | $3,216+322.9% | $4,644+192.9% | $2,471+450.6% |
| Participant deferral / active EE | $14,915 | $5,680+162.6% | $6,842+118.0% | $3,740+298.8% |
| Admin fee / account holder | $6,374 | $6,053+5.3% | $9,309-31.5% | $5,306+20.1% |