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 | $281,092 | $74,888+275.3% | $71,209+294.7% | $142,382+97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.03% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,952 | $2,854+38.4% | $2,721+45.2% | $4,299-8.1% |
| Participant deferral / active EE | $9,335 | $4,454+109.6% | $4,175+123.6% | $6,507+43.5% |
| Admin fee / account holder | $2,333 | $5,568-58.1% | $5,349-56.4% | $12,624-81.5% |