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 | $271,375 | $135,635+100.1% | $110,238+146.2% | $135,375+100.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 18.87% | 513.19%-494.3pp | 314.74%-295.9pp | 519.73%-500.9pp |
| Employer contribution / active EE | $9,857 | $4,906+100.9% | $3,826+157.6% | $4,779+106.3% |
| Participant deferral / active EE | $13,071 | $5,506+137.4% | $4,672+179.8% | $5,609+133.0% |
| Admin fee / account holder | $1,639 | $11,457-85.7% | $8,547-80.8% | $10,827-84.9% |