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 | $300,639 | $74,888+301.4% | $71,209+322.2% | $142,382+111.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.74% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $13,122 | $2,854+359.7% | $2,721+382.2% | $4,299+205.2% |
| Participant deferral / active EE | $8,479 | $4,454+90.3% | $4,175+103.1% | $6,507+30.3% |
| Admin fee / account holder | $1,429 | $5,568-74.3% | $5,349-73.3% | $12,624-88.7% |