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 | $272,047 | $107,334+153.5% | $92,893+192.9% | $152,861+78.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.01% | 145.58%-127.6pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $15,520 | $4,221+267.7% | $3,653+324.9% | $4,762+225.9% |
| Participant deferral / active EE | $7,840 | $4,845+61.8% | $4,236+85.1% | $5,850+34.0% |
| Admin fee / account holder | $37,608 | $7,079+431.2% | $5,794+549.1% | $11,596+224.3% |