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 | $426,565 | $98,750+332.0% | $149,696+185.0% | $79,858+434.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.87% | 27.43%+0.4pp | 276.60%-248.7pp | 31.71%-3.8pp |
| Employer contribution / active EE | $12,744 | $3,216+296.2% | $4,644+174.4% | $2,471+415.8% |
| Participant deferral / active EE | $9,567 | $5,680+68.4% | $6,842+39.8% | $3,740+155.8% |
| Admin fee / account holder | $17,914 | $6,053+196.0% | $9,309+92.4% | $5,306+237.6% |