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 | $289,088 | $90,600+219.1% | $79,464+263.8% | $135,375+113.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.78% | 977.43%-967.7pp | 718.14%-708.4pp | 519.73%-510.0pp |
| Employer contribution / active EE | $8,000 | $3,068+160.8% | $2,800+185.7% | $4,779+67.4% |
| Participant deferral / active EE | $5,617 | $4,050+38.7% | $3,704+51.7% | $5,609+0.1% |
| Admin fee / account holder | $2,020 | $5,907-65.8% | $5,113-60.5% | $10,827-81.3% |