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 | $460,651 | $98,750+366.5% | $149,696+207.7% | $79,858+476.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.93% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $14,428 | $3,216+348.6% | $4,644+210.7% | $2,471+483.9% |
| Participant deferral / active EE | $11,153 | $5,680+96.3% | $6,842+63.0% | $3,740+198.2% |
| Admin fee / account holder | $14,028 | $6,053+131.8% | $9,309+50.7% | $5,306+164.4% |