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 | $279,722 | $91,190+206.7% | $178,490+56.7% | $79,858+250.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.38% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $17,690 | $3,256+443.3% | $5,011+253.1% | $2,471+616.0% |
| Participant deferral / active EE | $7,198 | $3,236+122.4% | $5,202+38.4% | $3,740+92.5% |
| Admin fee / account holder | $2,236 | $6,751-66.9% | $13,984-84.0% | $5,306-57.9% |