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 | $403,412 | $114,381+252.7% | $107,525+275.2% | $142,382+183.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.97% | 242.71%-216.7pp | 181.32%-155.4pp | 217.08%-191.1pp |
| Employer contribution / active EE | $15,000 | $4,015+273.6% | $3,754+299.6% | $4,299+248.9% |
| Participant deferral / active EE | $7,472 | $5,564+34.3% | $5,116+46.1% | $6,507+14.8% |
| Admin fee / account holder | $16,932 | $9,860+71.7% | $8,919+89.8% | $12,624+34.1% |