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 | $300,008 | $113,339+164.7% | $94,993+215.8% | $147,584+103.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.42% | 20.77%-8.3pp | 27.12%-14.7pp | 578.55%-566.1pp |
| Employer contribution / active EE | $14,201 | $3,160+349.3% | $2,603+445.5% | $4,876+191.2% |
| Participant deferral / active EE | $8,500 | $3,777+125.0% | $3,317+156.2% | $5,439+56.3% |
| Admin fee / account holder | $2,398 | $6,063-60.4% | $4,960-51.6% | $10,885-78.0% |