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 | $296,920 | $155,788+90.6% | $124,672+138.2% | $167,490+77.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.17% | 17.97%-5.8pp | 5142.93%-5130.8pp | 478.56%-466.4pp |
| Employer contribution / active EE | $11,766 | $4,163+182.6% | $3,324+254.0% | $4,837+143.2% |
| Participant deferral / active EE | $19,800 | $5,673+249.0% | $4,614+329.1% | $6,341+212.2% |
| Admin fee / account holder | $1,618 | $9,531-83.0% | $7,493-78.4% | $12,309-86.9% |