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 | $297,801 | $104,907+183.9% | $84,611+252.0% | $152,861+94.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.30% | 373.79%-359.5pp | 258.74%-244.4pp | 345.32%-331.0pp |
| Employer contribution / active EE | $9,273 | $3,302+180.9% | $2,652+249.6% | $4,762+94.7% |
| Participant deferral / active EE | $24,125 | $4,688+414.6% | $3,899+518.8% | $5,850+312.4% |
| Admin fee / account holder | $4,840 | $6,241-22.4% | $4,912-1.5% | $11,596-58.3% |