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 | $400,136 | $158,398+152.6% | $126,539+216.2% | $142,382+181.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.41% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $17,465 | $4,650+275.6% | $3,674+375.4% | $4,299+306.2% |
| Participant deferral / active EE | $10,338 | $4,767+116.9% | $4,083+153.2% | $6,507+58.9% |
| Admin fee / account holder | $3,423 | $6,918-50.5% | $6,065-43.6% | $12,624-72.9% |