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 | $258,240 | $135,635+90.4% | $110,238+134.3% | $135,375+90.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.63% | 513.19%-506.6pp | 314.74%-308.1pp | 519.73%-513.1pp |
| Employer contribution / active EE | $8,000 | $4,906+63.1% | $3,826+109.1% | $4,779+67.4% |
| Participant deferral / active EE | $8,810 | $5,506+60.0% | $4,672+88.6% | $5,609+57.1% |
| Admin fee / account holder | $1,749 | $11,457-84.7% | $8,547-79.5% | $10,827-83.8% |