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 | $262,843 | $84,233+212.0% | $170,442+54.2% | $70,131+274.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.24% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $13,318 | $3,387+293.2% | $5,433+145.2% | $2,342+468.6% |
| Participant deferral / active EE | $8,886 | $3,086+188.0% | $4,939+79.9% | $3,332+166.7% |
| Admin fee / account holder | $6,846 | $5,698+20.2% | $13,880-50.7% | $4,645+47.4% |