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 | $415,335 | $53,516+676.1% | $126,539+228.2% | $84,808+389.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 19.47% | 58.34%-38.9pp | 425.95%-406.5pp | 40.90%-21.4pp |
| Employer contribution / active EE | $16,950 | $1,535+1004.4% | $3,674+361.4% | $2,631+544.3% |
| Participant deferral / active EE | $9,403 | $2,671+252.1% | $4,083+130.3% | $4,212+123.3% |
| Admin fee / account holder | $2,841 | $4,497-36.8% | $6,065-53.2% | $7,344-61.3% |