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 | $309,029 | $121,625+154.1% | $104,607+195.4% | $158,922+94.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.78% | 465.26%-455.5pp | 340.46%-330.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,309 | $3,163+4.6% | $2,681+23.5% | $4,761-30.5% |
| Participant deferral / active EE | $13,028 | $4,177+211.9% | $3,740+248.4% | $5,982+117.8% |
| Admin fee / account holder | $48,969 | $7,787+528.9% | $6,473+656.5% | $11,246+335.4% |