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 | $353,536 | $111,535+217.0% | $105,223+236.0% | $137,256+157.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.85% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $15,841 | $3,939+302.1% | $3,689+329.5% | $4,156+281.2% |
| Participant deferral / active EE | $13,136 | $5,500+138.8% | $5,072+159.0% | $6,407+105.0% |
| Admin fee / account holder | $3,555 | $9,721-63.4% | $8,859-59.9% | $12,270-71.0% |