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 | $269,969 | $112,096+140.8% | $95,952+181.4% | $158,922+69.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.91% | 171.09%-145.2pp | 91.61%-65.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $20,412 | $3,198+538.3% | $2,541+703.3% | $4,761+328.7% |
| Participant deferral / active EE | $14,362 | $4,784+200.2% | $4,167+244.7% | $5,982+140.1% |
| Admin fee / account holder | $1,039 | $10,130-89.7% | $6,795-84.7% | $11,246-90.8% |