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 | $294,877 | $84,233+250.1% | $170,442+73.0% | $70,131+320.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.93% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $16,399 | $3,387+384.2% | $5,433+201.9% | $2,342+600.1% |
| Participant deferral / active EE | $3,241 | $3,086+5.0% | $4,939-34.4% | $3,332-2.7% |
| Admin fee / account holder | $26,416 | $5,698+363.6% | $13,880+90.3% | $4,645+468.7% |