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 | $342,300 | $99,020+245.7% | $86,590+295.3% | $147,584+131.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.74% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $19,780 | $3,132+531.6% | $2,839+596.6% | $4,876+305.6% |
| Participant deferral / active EE | $2,425 | $3,972-39.0% | $3,609-32.8% | $5,439-55.4% |
| Admin fee / account holder | $3,694 | $5,710-35.3% | $4,906-24.7% | $10,885-66.1% |