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 | $475,782 | $112,881+321.5% | $90,951+423.1% | $158,922+199.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.23% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $14,748 | $2,893+409.8% | $2,122+595.0% | $4,761+209.8% |
| Participant deferral / active EE | $9,927 | $4,128+140.5% | $3,373+194.3% | $5,982+66.0% |
| Admin fee / account holder | $5,894 | $8,041-26.7% | $5,959-1.1% | $11,246-47.6% |