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 | $406,406 | $114,381+255.3% | $107,525+278.0% | $142,382+185.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.29% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,408 | $4,015+9.8% | $3,754+17.4% | $4,299+2.5% |
| Participant deferral / active EE | $17,764 | $5,564+219.2% | $5,116+247.2% | $6,507+173.0% |
| Admin fee / account holder | $3,562 | $9,860-63.9% | $8,919-60.1% | $12,624-71.8% |