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 | $360,008 | $104,664+244.0% | $85,682+320.2% | $167,490+114.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 26.71% | 21.45%+5.3pp | 21.49%+5.2pp | 478.56%-451.8pp |
| Employer contribution / active EE | $12,468 | $3,337+273.6% | $2,618+376.2% | $4,837+157.7% |
| Participant deferral / active EE | $4,601 | $4,824-4.6% | $3,923+17.3% | $6,341-27.4% |
| Admin fee / account holder | $778 | $10,032-92.2% | $6,873-88.7% | $12,309-93.7% |