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 | $274,937 | $72,071+281.5% | $68,368+302.1% | $137,256+100.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.77% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $6,904 | $2,788+147.6% | $2,649+160.6% | $4,156+66.1% |
| Participant deferral / active EE | $12,408 | $4,410+181.4% | $4,123+201.0% | $6,407+93.7% |
| Admin fee / account holder | $3,833 | $5,336-28.2% | $5,150-25.6% | $12,270-68.8% |