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 | $371,958 | $158,398+134.8% | $126,539+193.9% | $142,382+161.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.44% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $30,878 | $4,650+564.1% | $3,674+740.4% | $4,299+618.2% |
| Participant deferral / active EE | $11,750 | $4,767+146.5% | $4,083+187.8% | $6,507+80.6% |
| Admin fee / account holder | $1,473 | $6,918-78.7% | $6,065-75.7% | $12,624-88.3% |