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 | $451,038 | $100,773+347.6% | $88,946+407.1% | $142,382+216.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.71% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,250 | $2,918+80.0% | $2,555+105.5% | $4,299+22.1% |
| Participant deferral / active EE | $11,415 | $5,230+118.3% | $4,581+149.2% | $6,507+75.4% |
| Admin fee / account holder | $29,323 | $9,693+202.5% | $8,261+255.0% | $12,624+132.3% |