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 | $404,683 | $91,190+343.8% | $178,490+126.7% | $79,858+406.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.61% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $12,773 | $3,256+292.3% | $5,011+154.9% | $2,471+417.0% |
| Participant deferral / active EE | $10,415 | $3,236+221.8% | $5,202+100.2% | $3,740+178.5% |
| Admin fee / account holder | $4,369 | $6,751-35.3% | $13,984-68.8% | $5,306-17.7% |