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 | $340,503 | $63,346+437.5% | $92,233+269.2% | $70,131+385.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.32% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $7,185 | $2,471+190.8% | $3,679+95.3% | $2,342+206.7% |
| Participant deferral / active EE | $9,594 | $2,854+236.2% | $3,897+146.2% | $3,332+187.9% |
| Admin fee / account holder | $971 | $3,840-74.7% | $5,194-81.3% | $4,645-79.1% |