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 | $418,504 | $72,071+480.7% | $68,368+512.1% | $137,256+204.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 42.80% | 353.14%-310.3pp | 292.57%-249.8pp | 220.34%-177.5pp |
| Employer contribution / active EE | $4,179 | $2,788+49.9% | $2,649+57.8% | $4,156+0.6% |
| Participant deferral / active EE | $8,000 | $4,410+81.4% | $4,123+94.0% | $6,407+24.9% |
| Admin fee / account holder | $1,526 | $5,336-71.4% | $5,150-70.4% | $12,270-87.6% |