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 | $441,246 | $77,899+466.4% | $149,673+194.8% | $75,163+487.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.79% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $33,499 | $3,137+967.7% | $4,818+595.3% | $2,670+1154.7% |
| Participant deferral / active EE | $16,175 | $3,411+374.2% | $5,680+184.8% | $4,125+292.1% |
| Admin fee / account holder | $31,420 | $5,956+427.5% | $13,210+137.9% | $5,651+456.0% |