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 | $404,976 | $112,096+261.3% | $95,952+322.1% | $158,922+154.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.47% | 171.09%-153.6pp | 91.61%-74.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $7,284 | $3,198+127.8% | $2,541+186.6% | $4,761+53.0% |
| Participant deferral / active EE | $6,027 | $4,784+26.0% | $4,167+44.6% | $5,982+0.8% |
| Admin fee / account holder | $30,627 | $10,130+202.3% | $6,795+350.7% | $11,246+172.3% |