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 | $423,562 | $102,616+312.8% | $81,983+416.6% | $158,922+166.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 21.39% | 61.04%-39.6pp | 41.31%-19.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $7,947 | $3,240+145.3% | $2,498+218.1% | $4,761+66.9% |
| Participant deferral / active EE | $7,041 | $4,648+51.5% | $3,722+89.2% | $5,982+17.7% |
| Admin fee / account holder | $7,317 | $8,235-11.1% | $5,664+29.2% | $11,246-34.9% |