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 | $367,308 | $149,679+145.4% | $117,039+213.8% | $147,584+148.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.15% | 19.31%-8.2pp | 18.95%-7.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $30,973 | $4,937+527.4% | $3,785+718.4% | $4,876+535.2% |
| Participant deferral / active EE | $13,625 | $4,912+177.4% | $3,929+246.7% | $5,439+150.5% |
| Admin fee / account holder | $2,938 | $7,856-62.6% | $5,974-50.8% | $10,885-73.0% |