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 | $74,888+458.8% | $71,209+487.7% | $142,382+193.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 42.80% | 345.14%-302.3pp | 282.51%-239.7pp | 217.08%-174.3pp |
| Employer contribution / active EE | $4,179 | $2,854+46.4% | $2,721+53.6% | $4,299-2.8% |
| Participant deferral / active EE | $8,000 | $4,454+79.6% | $4,175+91.6% | $6,507+22.9% |
| Admin fee / account holder | $1,526 | $5,568-72.6% | $5,349-71.5% | $12,624-87.9% |