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 | $476,741 | $109,327+336.1% | $89,391+433.3% | $158,922+200.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.85% | 345.68%-339.8pp | 245.62%-239.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $36,325 | $3,170+1046.0% | $2,586+1304.9% | $4,761+662.9% |
| Participant deferral / active EE | $8,600 | $4,598+87.0% | $3,890+121.1% | $5,982+43.8% |
| Admin fee / account holder | $2,659 | $6,153-56.8% | $4,881-45.5% | $11,246-76.4% |