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 | $283,251 | $74,888+278.2% | $71,209+297.8% | $142,382+98.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.22% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $10,435 | $2,854+265.6% | $2,721+283.5% | $4,299+142.7% |
| Participant deferral / active EE | $13,984 | $4,454+213.9% | $4,175+234.9% | $6,507+114.9% |
| Admin fee / account holder | $3,484 | $5,568-37.4% | $5,349-34.9% | $12,624-72.4% |