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 | $298,871 | $117,381+154.6% | $99,443+200.5% | $152,861+95.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 9.31% | 31.87%-22.6pp | 30.72%-21.4pp | 345.32%-336.0pp |
| Employer contribution / active EE | $13,331 | $3,013+342.5% | $2,540+424.9% | $4,762+179.9% |
| Participant deferral / active EE | $4,203 | $4,086+2.9% | $3,619+16.1% | $5,850-28.2% |
| Admin fee / account holder | $8,765 | $7,631+14.9% | $6,250+40.2% | $11,596-24.4% |