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 | $435,853 | $77,899+459.5% | $149,673+191.2% | $75,163+479.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.42% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $19,706 | $3,137+528.1% | $4,818+309.0% | $2,670+638.1% |
| Participant deferral / active EE | $11,189 | $3,411+228.0% | $5,680+97.0% | $4,125+171.2% |
| Admin fee / account holder | $1,223 | $5,956-79.5% | $13,210-90.7% | $5,651-78.4% |