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 | $294,748 | $74,888+293.6% | $71,209+313.9% | $142,382+107.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.12% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $26,005 | $2,854+811.1% | $2,721+855.7% | $4,299+504.9% |
| Participant deferral / active EE | $15,745 | $4,454+253.5% | $4,175+277.1% | $6,507+142.0% |
| Admin fee / account holder | $3,046 | $5,568-45.3% | $5,349-43.1% | $12,624-75.9% |