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 | $258,463 | $72,404+257.0% | $110,238+134.5% | $64,186+302.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 44.59% | -6.29%+50.9pp | 314.74%-270.1pp | 7.63%+37.0pp |
| Employer contribution / active EE | $9,291 | $2,282+307.2% | $3,826+142.8% | $2,381+290.2% |
| Participant deferral / active EE | $7,322 | $3,469+111.1% | $4,672+56.7% | $3,470+111.0% |
| Admin fee / account holder | $5,761 | $5,664+1.7% | $8,547-32.6% | $4,888+17.9% |