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 | $415,018 | $97,125+327.3% | $86,233+381.3% | $137,256+202.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 28.80% | 74.19%-45.4pp | 61.39%-32.6pp | 220.34%-191.5pp |
| Employer contribution / active EE | $2,608 | $2,841-8.2% | $2,504+4.1% | $4,156-37.2% |
| Participant deferral / active EE | $7,662 | $5,180+47.9% | $4,559+68.1% | $6,407+19.6% |
| Admin fee / account holder | $2,503 | $9,725-74.3% | $8,342-70.0% | $12,270-79.6% |