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 | $313,666 | $112,096+179.8% | $95,952+226.9% | $158,922+97.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.25% | 171.09%-153.8pp | 91.61%-74.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,564 | $3,198-19.8% | $2,541+0.9% | $4,761-46.1% |
| Participant deferral / active EE | $13,012 | $4,784+172.0% | $4,167+212.3% | $5,982+117.5% |
| Admin fee / account holder | $28,105 | $10,130+177.4% | $6,795+313.6% | $11,246+149.9% |