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 | $330,819 | $114,381+189.2% | $107,525+207.7% | $142,382+132.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.63% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,737 | $4,015+117.6% | $3,754+132.8% | $4,299+103.2% |
| Participant deferral / active EE | $10,749 | $5,564+93.2% | $5,116+110.1% | $6,507+65.2% |
| Admin fee / account holder | $3,784 | $9,860-61.6% | $8,919-57.6% | $12,624-70.0% |