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 | $361,935 | $109,904+229.3% | $97,167+272.5% | $145,959+148.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.93% | 243.43%-225.5pp | 75.27%-57.3pp | 561.95%-544.0pp |
| Employer contribution / active EE | $14,574 | $3,084+372.5% | $2,729+434.0% | $4,661+212.7% |
| Participant deferral / active EE | $11,388 | $4,676+143.5% | $4,264+167.1% | $6,689+70.3% |
| Admin fee / account holder | $405 | $6,216-93.5% | $5,650-92.8% | $13,398-97.0% |