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 | $367,984 | $98,750+272.6% | $149,696+145.8% | $79,858+360.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.47% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,412 | $3,216+161.5% | $4,644+81.1% | $2,471+240.5% |
| Participant deferral / active EE | $6,879 | $5,680+21.1% | $6,842+0.5% | $3,740+83.9% |
| Admin fee / account holder | $18,382 | $6,053+203.7% | $9,309+97.5% | $5,306+246.4% |