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 | $343,521 | $114,381+200.3% | $107,525+219.5% | $142,382+141.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.91% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $12,531 | $4,015+212.1% | $3,754+233.8% | $4,299+191.5% |
| Participant deferral / active EE | $11,106 | $5,564+99.6% | $5,116+117.1% | $6,507+70.7% |
| Admin fee / account holder | $54,787 | $9,860+455.6% | $8,919+514.3% | $12,624+334.0% |