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 | $293,785 | $135,635+116.6% | $110,238+166.5% | $135,375+117.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 14.72% | 513.19%-498.5pp | 314.74%-300.0pp | 519.73%-505.0pp |
| Employer contribution / active EE | $19,529 | $4,906+298.0% | $3,826+410.4% | $4,779+308.7% |
| Participant deferral / active EE | $16,544 | $5,506+200.4% | $4,672+254.1% | $5,609+195.0% |
| Admin fee / account holder | $1,735 | $11,457-84.9% | $8,547-79.7% | $10,827-84.0% |