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 | $377,909 | $132,634+184.9% | $115,768+226.4% | $137,256+175.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.10% | 160.70%-142.6pp | 100.46%-82.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,340 | $3,360-30.3% | $2,940-20.4% | $4,156-43.7% |
| Participant deferral / active EE | $19,500 | $5,619+247.1% | $4,917+296.6% | $6,407+204.4% |
| Admin fee / account holder | $163,326 | $15,028+986.8% | $12,439+1213.0% | $12,270+1231.1% |