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 | $518,909 | $114,381+353.7% | $107,525+382.6% | $142,382+264.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $20,148 | $4,015+401.9% | $3,754+436.8% | $4,299+368.6% |
| Participant deferral / active EE | $12,904 | $5,564+131.9% | $5,116+152.2% | $6,507+98.3% |
| Admin fee / account holder | $3,611 | $9,860-63.4% | $8,919-59.5% | $12,624-71.4% |