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 | $266,885 | $74,888+256.4% | $71,209+274.8% | $142,382+87.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.77% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $17,777 | $2,854+522.8% | $2,721+553.4% | $4,299+313.5% |
| Participant deferral / active EE | $12,440 | $4,454+179.3% | $4,175+197.9% | $6,507+91.2% |
| Admin fee / account holder | $1,354 | $5,568-75.7% | $5,349-74.7% | $12,624-89.3% |