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 | $372,199 | $99,652+273.5% | $78,778+372.5% | $147,584+152.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 23.50% | 47.28%-23.8pp | 35.62%-12.1pp | 578.55%-555.0pp |
| Employer contribution / active EE | $16,750 | $2,796+499.2% | $1,986+743.6% | $4,876+243.5% |
| Participant deferral / active EE | $3,200 | $3,664-12.7% | $2,958+8.2% | $5,439-41.2% |
| Admin fee / account holder | $1,030 | $7,155-85.6% | $5,134-79.9% | $10,885-90.5% |