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 | $255,799 | $86,286+196.5% | $111,297+129.8% | $85,850+198.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 65.36% | 19.99%+45.4pp | 54.65%+10.7pp | 318.53%-253.2pp |
| Employer contribution / active EE | $1,901 | $2,043-6.9% | $2,731-30.4% | $2,565-25.9% |
| Participant deferral / active EE | $8,771 | $3,641+140.9% | $4,487+95.5% | $3,952+122.0% |
| Admin fee / account holder | $7,452 | $8,188-9.0% | $7,964-6.4% | $6,260+19.0% |