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 | $515,068 | $83,337+518.1% | $67,834+659.3% | $273,961+88.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.39% | 259.45%-253.1pp | 138.47%-132.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $20,742 | $3,287+531.0% | $2,403+763.0% | $4,869+326.0% |
| Participant deferral / active EE | $19,769 | $4,088+383.6% | $3,160+525.6% | $5,287+273.9% |
| Admin fee / account holder | $10,286 | $6,752+52.3% | $4,622+122.5% | $10,132+1.5% |