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 | $397,596 | $105,126+278.2% | $94,646+320.1% | $139,434+185.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.67% | 38.03%-21.4pp | 156.71%-140.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $7,020 | $4,106+71.0% | $3,672+91.2% | $4,751+47.8% |
| Participant deferral / active EE | $23,867 | $7,599+214.1% | $7,418+221.7% | $6,710+255.7% |
| Admin fee / account holder | $1,319 | $8,984-85.3% | $7,231-81.8% | $11,403-88.4% |