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 | $302,805 | $123,982+144.2% | $69,701+334.4% | $145,959+107.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 12.44% | 191.01%-178.6pp | 100.32%-87.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $23,632 | $2,681+781.3% | $1,713+1279.3% | $4,661+407.0% |
| Participant deferral / active EE | $11,106 | $4,236+162.2% | $2,887+284.7% | $6,689+66.0% |
| Admin fee / account holder | $2,194 | $7,867-72.1% | $4,717-53.5% | $13,398-83.6% |