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 | $435,340 | $78,422+455.1% | $95,952+353.7% | $79,858+445.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.94% | 19.37%-2.4pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $15,555 | $1,945+699.7% | $2,541+512.2% | $2,471+529.6% |
| Participant deferral / active EE | $5,430 | $3,440+57.9% | $4,167+30.3% | $3,740+45.2% |
| Admin fee / account holder | $3,264 | $5,622-41.9% | $6,795-52.0% | $5,306-38.5% |