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 | $332,450 | $111,535+198.1% | $105,223+215.9% | $137,256+142.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.88% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $30,274 | $3,939+668.5% | $3,689+720.8% | $4,156+628.4% |
| Participant deferral / active EE | $10,456 | $5,500+90.1% | $5,072+106.2% | $6,407+63.2% |
| Admin fee / account holder | $30,921 | $9,721+218.1% | $8,859+249.0% | $12,270+152.0% |