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 | $256,987 | $84,233+205.1% | $170,442+50.8% | $70,131+266.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $17,380 | $3,387+413.2% | $5,433+219.9% | $2,342+642.0% |
| Participant deferral / active EE | $7,061 | $3,086+128.8% | $4,939+42.9% | $3,332+111.9% |
| Admin fee / account holder | $679 | $5,698-88.1% | $13,880-95.1% | $4,645-85.4% |