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 | $335,740 | $114,381+193.5% | $107,525+212.2% | $142,382+135.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.92% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $39,609 | $4,015+886.6% | $3,754+955.2% | $4,299+821.3% |
| Participant deferral / active EE | $21,075 | $5,564+278.8% | $5,116+312.0% | $6,507+223.9% |
| Admin fee / account holder | $2,757 | $9,860-72.0% | $8,919-69.1% | $12,624-78.2% |