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 | $882,573 | $92,222+857.0% | $76,768+1049.7% | $135,375+551.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 14.42% | 5.46%+9.0pp | 2.43%+12.0pp | 519.73%-505.3pp |
| Employer contribution / active EE | $12,480 | $3,216+288.1% | $2,485+402.2% | $4,779+161.2% |
| Participant deferral / active EE | $16,000 | $4,509+254.9% | $3,852+315.4% | $5,609+185.3% |
| Admin fee / account holder | $6,952 | $10,748-35.3% | $6,675+4.1% | $10,827-35.8% |