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 | $337,102 | $74,888+350.1% | $71,209+373.4% | $142,382+136.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.12% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $13,071 | $2,854+357.9% | $2,721+380.4% | $4,299+204.0% |
| Participant deferral / active EE | $9,329 | $4,454+109.4% | $4,175+123.4% | $6,507+43.4% |
| Admin fee / account holder | $2,507 | $5,568-55.0% | $5,349-53.1% | $12,624-80.1% |