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 | $295,250 | $144,119+104.9% | $117,854+150.5% | $147,584+100.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.82% | 531.15%-517.3pp | 335.08%-321.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,008 | $4,896-38.6% | $3,786-20.5% | $4,876-38.3% |
| Participant deferral / active EE | $12,706 | $5,316+139.0% | $4,482+183.5% | $5,439+133.6% |
| Admin fee / account holder | $74,359 | $10,886+583.1% | $8,020+827.2% | $10,885+583.1% |