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 | $362,037 | $158,398+128.6% | $126,539+186.1% | $142,382+154.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.90% | 593.76%-576.9pp | 425.95%-409.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,364 | $4,650+15.3% | $3,674+46.0% | $4,299+24.8% |
| Participant deferral / active EE | $15,997 | $4,767+235.6% | $4,083+291.8% | $6,507+145.8% |
| Admin fee / account holder | $8,231 | $6,918+19.0% | $6,065+35.7% | $12,624-34.8% |