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 | $289,716 | $102,317+183.2% | $146,958+97.1% | $80,856+258.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.55% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,340 | $3,713-10.0% | $4,933-32.3% | $2,755+21.3% |
| Participant deferral / active EE | $12,329 | $6,644+85.6% | $8,070+52.8% | $4,296+187.0% |
| Admin fee / account holder | $5,324 | $7,941-33.0% | $12,998-59.0% | $6,918-23.0% |