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 | $264,342 | $84,233+213.8% | $170,442+55.1% | $70,131+276.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.96% | 23.06%-9.1pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $15,759 | $3,387+365.3% | $5,433+190.1% | $2,342+572.8% |
| Participant deferral / active EE | $8,629 | $3,086+179.6% | $4,939+74.7% | $3,332+159.0% |
| Admin fee / account holder | $4,218 | $5,698-26.0% | $13,880-69.6% | $4,645-9.2% |