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 | $271,630 | $114,381+137.5% | $107,525+152.6% | $142,382+90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.97% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,353 | $4,015+33.3% | $3,754+42.6% | $4,299+24.5% |
| Participant deferral / active EE | $15,000 | $5,564+169.6% | $5,116+193.2% | $6,507+130.5% |
| Admin fee / account holder | $48,624 | $9,860+393.1% | $8,919+445.2% | $12,624+285.2% |