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 | $394,660 | $103,376+281.8% | $87,100+353.1% | $152,861+158.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.24% | 28.10%-11.9pp | 28.19%-12.0pp | 345.32%-329.1pp |
| Employer contribution / active EE | $37,000 | $3,220+1048.9% | $2,521+1367.5% | $4,762+676.9% |
| Participant deferral / active EE | $23,000 | $4,778+381.4% | $4,049+468.1% | $5,850+293.2% |
| Admin fee / account holder | $2,922 | $12,205-76.1% | $7,497-61.0% | $11,596-74.8% |