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 | $336,317 | $93,346+260.3% | $71,796+368.4% | $273,961+22.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.98% | 130.39%-124.4pp | 78.04%-72.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $15,439 | $2,733+464.8% | $1,924+702.2% | $4,869+217.1% |
| Participant deferral / active EE | $9,014 | $3,475+159.4% | $2,794+222.6% | $5,287+70.5% |
| Admin fee / account holder | $1,809 | $6,571-72.5% | $4,815-62.4% | $10,132-82.1% |