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 | $406,839 | $114,381+255.7% | $107,525+278.4% | $142,382+185.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.91% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,601 | $4,015+64.4% | $3,754+75.9% | $4,299+53.5% |
| Participant deferral / active EE | $20,425 | $5,564+267.1% | $5,116+299.3% | $6,507+213.9% |
| Admin fee / account holder | $52,555 | $9,860+433.0% | $8,919+489.3% | $12,624+316.3% |