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 | $427,553 | $74,888+470.9% | $71,209+500.4% | $142,382+200.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.20% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,613 | $2,854-43.5% | $2,721-40.7% | $4,299-62.5% |
| Participant deferral / active EE | $6,650 | $4,454+49.3% | $4,175+59.3% | $6,507+2.2% |
| Admin fee / account holder | $36,685 | $5,568+558.8% | $5,349+585.9% | $12,624+190.6% |