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 | $313,715 | $107,334+192.3% | $92,893+237.7% | $152,861+105.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.24% | 145.58%-132.3pp | 109.41%-96.2pp | 345.32%-332.1pp |
| Employer contribution / active EE | $30,633 | $4,221+625.7% | $3,653+738.6% | $4,762+543.2% |
| Participant deferral / active EE | $20,000 | $4,845+312.8% | $4,236+372.1% | $5,850+241.9% |
| Admin fee / account holder | $2,380 | $7,079-66.4% | $5,794-58.9% | $11,596-79.5% |