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 | $284,862 | $107,334+165.4% | $92,893+206.7% | $152,861+86.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.48% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $14,662 | $4,221+247.4% | $3,653+301.4% | $4,762+207.9% |
| Participant deferral / active EE | $14,176 | $4,845+192.6% | $4,236+234.7% | $5,850+142.3% |
| Admin fee / account holder | $3,434 | $7,079-51.5% | $5,794-40.7% | $11,596-70.4% |