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 | $313,422 | $165,335+89.6% | $149,696+109.4% | $158,922+97.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.27% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $15,323 | $5,103+200.3% | $4,644+229.9% | $4,761+221.8% |
| Participant deferral / active EE | $12,796 | $7,181+78.2% | $6,842+87.0% | $5,982+113.9% |
| Admin fee / account holder | $5,156 | $10,807-52.3% | $9,309-44.6% | $11,246-54.2% |