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 | $302,763 | $109,982+175.3% | $97,226+211.4% | $145,922+107.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.00% | 242.90%-225.9pp | 75.13%-58.1pp | 561.29%-544.3pp |
| Employer contribution / active EE | $52,717 | $3,084+1609.5% | $2,729+1831.9% | $4,660+1031.4% |
| Participant deferral / active EE | $30,500 | $4,676+552.3% | $4,264+615.3% | $6,688+356.1% |
| Admin fee / account holder | $23,600 | $6,221+279.4% | $5,654+317.4% | $13,397+76.2% |