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 | $342,344 | $100,754+239.8% | $86,677+295.0% | $134,475+154.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 21.52% | 29.04%-7.5pp | 35.91%-14.4pp | 417.96%-396.4pp |
| Employer contribution / active EE | $6,750 | $3,489+93.5% | $2,836+138.0% | $4,740+42.4% |
| Participant deferral / active EE | $17,000 | $5,338+218.5% | $4,656+265.1% | $6,400+165.6% |
| Admin fee / account holder | $5,663 | $10,926-48.2% | $7,493-24.4% | $11,426-50.4% |