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 | $345,824 | $95,561+261.9% | $77,163+348.2% | $139,434+148.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.08% | 54.92%-38.8pp | 37.87%-21.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,500 | $3,147+74.7% | $2,535+117.0% | $4,751+15.8% |
| Participant deferral / active EE | $8,581 | $4,624+85.6% | $3,833+123.9% | $6,710+27.9% |
| Admin fee / account holder | $17,260 | $8,295+108.1% | $5,472+215.4% | $11,403+51.4% |