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 | $490,361 | $112,096+337.4% | $95,952+411.0% | $158,922+208.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.16% | 171.09%-155.9pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $9,040 | $3,198+182.7% | $2,541+255.8% | $4,761+89.9% |
| Participant deferral / active EE | $10,973 | $4,784+129.4% | $4,167+163.3% | $5,982+83.4% |
| Admin fee / account holder | $5,202 | $10,130-48.7% | $6,795-23.5% | $11,246-53.7% |