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 | $486,092 | $74,888+549.1% | $71,209+582.6% | $142,382+241.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.46% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $20,880 | $2,854+631.5% | $2,721+667.4% | $4,299+385.7% |
| Participant deferral / active EE | $27,250 | $4,454+511.8% | $4,175+552.7% | $6,507+318.8% |
| Admin fee / account holder | $1,117 | $5,568-79.9% | $5,349-79.1% | $12,624-91.1% |