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 | $337,128 | $80,717+317.7% | $154,803+117.8% | $84,808+297.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.93% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $14,293 | $2,761+417.6% | $4,305+232.0% | $2,631+443.3% |
| Participant deferral / active EE | $9,263 | $3,303+180.4% | $5,540+67.2% | $4,212+119.9% |
| Admin fee / account holder | $3,908 | $6,746-42.1% | $14,329-72.7% | $7,344-46.8% |