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 | $299,912 | $114,381+162.2% | $107,525+178.9% | $142,382+110.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,974 | $4,015+73.7% | $3,754+85.8% | $4,299+62.2% |
| Participant deferral / active EE | $14,663 | $5,564+163.5% | $5,116+186.6% | $6,507+125.3% |
| Admin fee / account holder | $105,979 | $9,860+974.8% | $8,919+1088.3% | $12,624+739.5% |