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 | $392,465 | $114,381+243.1% | $107,525+265.0% | $142,382+175.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.58% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,169 | $4,015+128.4% | $3,754+144.3% | $4,299+113.3% |
| Participant deferral / active EE | $6,367 | $5,564+14.4% | $5,116+24.5% | $6,507-2.2% |
| Admin fee / account holder | $4,247 | $9,860-56.9% | $8,919-52.4% | $12,624-66.4% |