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 | $373,409 | $74,888+398.6% | $71,209+424.4% | $142,382+162.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.98% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,881 | $2,854+71.0% | $2,721+79.4% | $4,299+13.5% |
| Participant deferral / active EE | $14,368 | $4,454+222.6% | $4,175+244.1% | $6,507+120.8% |
| Admin fee / account holder | $3,560 | $5,568-36.1% | $5,349-33.4% | $12,624-71.8% |