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 | $531,391 | $114,381+364.6% | $107,525+394.2% | $142,382+273.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.99% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $38,555 | $4,015+860.3% | $3,754+927.2% | $4,299+796.8% |
| Participant deferral / active EE | $9,214 | $5,564+65.6% | $5,116+80.1% | $6,507+41.6% |
| Admin fee / account holder | $3,510 | $9,860-64.4% | $8,919-60.6% | $12,624-72.2% |