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 | $434,836 | $111,535+289.9% | $105,223+313.3% | $137,256+216.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.13% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $12,281 | $3,939+211.7% | $3,689+232.9% | $4,156+195.5% |
| Participant deferral / active EE | $30,500 | $5,500+454.6% | $5,072+501.4% | $6,407+376.1% |
| Admin fee / account holder | $4,234 | $9,721-56.5% | $8,859-52.2% | $12,270-65.5% |