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 | $463,196 | $67,823+582.9% | $52,425+783.5% | $137,256+237.5% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 35.95% | 219.11%-183.2pp | 302.12%-266.2pp | 220.34%-184.4pp |
| Employer contribution / active EE | $2,883 | $1,163+147.9% | $914+215.4% | $4,156-30.6% |
| Participant deferral / active EE | $20,353 | $2,288+789.6% | $1,790+1036.7% | $6,407+217.7% |
| Admin fee / account holder | $515 | $2,844-81.9% | $2,495-79.4% | $12,270-95.8% |