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 | $312,084 | $99,020+215.2% | $86,590+260.4% | $147,584+111.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.81% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $10,508 | $3,132+235.5% | $2,839+270.1% | $4,876+115.5% |
| Participant deferral / active EE | $13,920 | $3,972+250.4% | $3,609+285.7% | $5,439+155.9% |
| Admin fee / account holder | $2,268 | $5,710-60.3% | $4,906-53.8% | $10,885-79.2% |