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 | $251,959 | $107,334+134.7% | $92,893+171.2% | $152,861+64.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.37% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $26,674 | $4,221+531.9% | $3,653+630.2% | $4,762+460.1% |
| Participant deferral / active EE | $13,300 | $4,845+174.5% | $4,236+214.0% | $5,850+127.4% |
| Admin fee / account holder | $1,194 | $7,079-83.1% | $5,794-79.4% | $11,596-89.7% |