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 | $290,930 | $115,770+151.3% | $101,248+187.3% | $158,922+83.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.91% | 56.14%-38.2pp | 46.47%-28.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $19,961 | $4,175+378.2% | $3,660+445.5% | $4,761+319.2% |
| Participant deferral / active EE | $15,506 | $4,957+212.8% | $4,370+254.8% | $5,982+159.2% |
| Admin fee / account holder | $2,350 | $7,245-67.6% | $5,945-60.5% | $11,246-79.1% |