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 | $525,087 | $104,974+400.2% | $95,585+449.3% | $142,382+268.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.63% | 210.33%-195.7pp | 38.56%-23.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,943 | $2,779+221.9% | $2,527+254.0% | $4,299+108.0% |
| Participant deferral / active EE | $23,215 | $4,352+433.4% | $4,023+477.1% | $6,507+256.8% |
| Admin fee / account holder | $3,628 | $6,386-43.2% | $6,127-40.8% | $12,624-71.3% |