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 | $255,568 | $104,251+145.1% | $91,001+180.8% | $147,584+73.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.27% | 27.06%-11.8pp | 4.60%+10.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,772 | $3,116+21.1% | $2,456+53.6% | $4,876-22.6% |
| Participant deferral / active EE | $11,517 | $4,195+174.5% | $3,547+224.6% | $5,439+111.8% |
| Admin fee / account holder | $41,203 | $8,948+360.5% | $5,417+660.6% | $10,885+278.5% |