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 | $272,537 | $86,286+215.9% | $111,297+144.9% | $85,850+217.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 28.88% | 19.99%+8.9pp | 54.65%-25.8pp | 318.53%-289.6pp |
| Employer contribution / active EE | $3,198 | $2,043+56.5% | $2,731+17.1% | $2,565+24.7% |
| Participant deferral / active EE | $3,189 | $3,641-12.4% | $4,487-28.9% | $3,952-19.3% |
| Admin fee / account holder | $37,149 | $8,188+353.7% | $7,964+366.5% | $6,260+493.4% |