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 | $452,710 | $85,006+432.6% | $76,190+494.2% | $145,922+210.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.37% | 13.11%+0.3pp | 13.78%-0.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $9,893 | $5,265+87.9% | $4,578+116.1% | $4,660+112.3% |
| Participant deferral / active EE | $14,130 | $6,392+121.0% | $5,474+158.1% | $6,688+111.3% |
| Admin fee / account holder | $3,945 | $5,760-31.5% | $5,123-23.0% | $13,397-70.6% |