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 | $266,985 | $98,750+170.4% | $149,696+78.4% | $79,858+234.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.46% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $13,617 | $3,216+323.4% | $4,644+193.2% | $2,471+451.1% |
| Participant deferral / active EE | $7,041 | $5,680+24.0% | $6,842+2.9% | $3,740+88.3% |
| Admin fee / account holder | $8,438 | $6,053+39.4% | $9,309-9.4% | $5,306+59.0% |