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 | $474,276 | $109,982+331.2% | $97,226+387.8% | $145,922+225.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.64% | 242.90%-219.3pp | 75.13%-51.5pp | 561.29%-537.7pp |
| Employer contribution / active EE | $41,632 | $3,084+1250.0% | $2,729+1425.7% | $4,660+793.5% |
| Participant deferral / active EE | $15,250 | $4,676+226.1% | $4,264+257.7% | $6,688+128.0% |
| Admin fee / account holder | $4,164 | $6,221-33.1% | $5,654-26.3% | $13,397-68.9% |