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 | $272,335 | $98,750+175.8% | $149,696+81.9% | $79,858+241.0% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.5%+1.3pp | 69.6%+14.2pp |
| Annual return | 14.68% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $9,190 | $3,216+185.7% | $4,644+97.9% | $2,471+271.9% |
| Participant deferral / active EE | $12,080 | $5,680+112.7% | $6,842+76.6% | $3,740+223.0% |
| Admin fee / account holder | $28,780 | $6,053+375.5% | $9,309+209.2% | $5,306+442.4% |