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 | $321,521 | $74,888+329.3% | $71,209+351.5% | $142,382+125.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.15% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,394 | $2,854+53.9% | $2,721+61.5% | $4,299+2.2% |
| Participant deferral / active EE | $4,143 | $4,454-7.0% | $4,175-0.8% | $6,507-36.3% |
| Admin fee / account holder | $3,636 | $5,568-34.7% | $5,349-32.0% | $12,624-71.2% |