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 | $295,140 | $105,126+180.7% | $94,646+211.8% | $139,434+111.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.52% | 38.03%-18.5pp | 156.71%-137.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $27,792 | $4,106+576.9% | $3,672+656.8% | $4,751+485.0% |
| Participant deferral / active EE | $20,213 | $7,599+166.0% | $7,418+172.5% | $6,710+201.2% |
| Admin fee / account holder | $2,510 | $8,984-72.1% | $7,231-65.3% | $11,403-78.0% |