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 | $370,448 | $69,207+435.3% | $64,056+478.3% | $139,434+165.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.08% | 45.88%-29.8pp | 33.69%-17.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $11,112 | $3,182+249.2% | $2,747+304.6% | $4,751+133.9% |
| Participant deferral / active EE | $14,080 | $4,682+200.8% | $3,880+262.9% | $6,710+109.8% |
| Admin fee / account holder | $1,368 | $4,244-67.8% | $3,068-55.4% | $11,403-88.0% |