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 | $114,381+280.2% | $107,525+304.4% | $142,382+205.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.13% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $12,281 | $4,015+205.9% | $3,754+227.2% | $4,299+185.7% |
| Participant deferral / active EE | $30,500 | $5,564+448.1% | $5,116+496.2% | $6,507+368.7% |
| Admin fee / account holder | $4,234 | $9,860-57.1% | $8,919-52.5% | $12,624-66.5% |