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 | $310,287 | $74,888+314.3% | $71,209+335.7% | $142,382+117.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.11% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,454 | $2,854+196.2% | $2,721+210.7% | $4,299+96.6% |
| Participant deferral / active EE | $7,397 | $4,454+66.1% | $4,175+77.2% | $6,507+13.7% |
| Admin fee / account holder | $1,495 | $5,568-73.2% | $5,349-72.1% | $12,624-88.2% |