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 | $277,490 | $98,750+181.0% | $149,696+85.4% | $79,858+247.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.19% | 27.43%-0.2pp | 276.60%-249.4pp | 31.71%-4.5pp |
| Employer contribution / active EE | $11,318 | $3,216+251.9% | $4,644+143.7% | $2,471+358.1% |
| Participant deferral / active EE | $11,933 | $5,680+110.1% | $6,842+74.4% | $3,740+219.1% |
| Admin fee / account holder | $1,366 | $6,053-77.4% | $9,309-85.3% | $5,306-74.3% |