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 | $285,816 | $111,535+156.3% | $105,223+171.6% | $137,256+108.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.55% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $20,902 | $3,939+430.6% | $3,689+466.7% | $4,156+402.9% |
| Participant deferral / active EE | $14,722 | $5,500+167.7% | $5,072+190.3% | $6,407+129.8% |
| Admin fee / account holder | $54,182 | $9,721+457.4% | $8,859+511.6% | $12,270+341.6% |