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 | $275,904 | $104,907+163.0% | $84,611+226.1% | $152,861+80.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.47% | 373.79%-354.3pp | 258.74%-239.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $9,145 | $3,302+177.0% | $2,652+244.8% | $4,762+92.0% |
| Participant deferral / active EE | $14,228 | $4,688+203.5% | $3,899+265.0% | $5,850+143.2% |
| Admin fee / account holder | $1,344 | $6,241-78.5% | $4,912-72.6% | $11,596-88.4% |