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 | $395,621 | $114,381+245.9% | $107,525+267.9% | $142,382+177.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.43% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $23,645 | $4,015+489.0% | $3,754+530.0% | $4,299+450.0% |
| Participant deferral / active EE | $9,321 | $5,564+67.5% | $5,116+82.2% | $6,507+43.2% |
| Admin fee / account holder | $8,526 | $9,860-13.5% | $8,919-4.4% | $12,624-32.5% |