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 | $251,676 | $84,233+198.8% | $170,442+47.7% | $70,131+258.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 34.42% | 23.06%+11.4pp | 205.93%-171.5pp | 73.14%-38.7pp |
| Employer contribution / active EE | $16,457 | $3,387+385.9% | $5,433+202.9% | $2,342+602.5% |
| Participant deferral / active EE | $12,027 | $3,086+289.8% | $4,939+143.5% | $3,332+261.0% |
| Admin fee / account holder | $181,102 | $5,698+3078.4% | $13,880+1204.7% | $4,645+3798.6% |