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 | $308,751 | $49,922+518.5% | $80,569+283.2% | $75,163+310.8% |
| Participation rate | 91.5% | 55.3%+36.2pp | 67.0%+24.5pp | 67.2%+24.3pp |
| Annual return | 30.56% | 34.69%-4.1pp | 935.43%-904.9pp | 160.62%-130.1pp |
| Employer contribution / active EE | $10,666 | $1,698+528.0% | $2,723+291.6% | $2,670+299.5% |
| Participant deferral / active EE | $18,751 | $2,990+527.0% | $4,447+321.6% | $4,125+354.6% |
| Admin fee / account holder | $14,625 | $3,577+308.8% | $5,377+172.0% | $5,651+158.8% |