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 | $339,852 | $74,888+353.8% | $71,209+377.3% | $142,382+138.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.70% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $10,499 | $2,854+267.8% | $2,721+285.8% | $4,299+144.2% |
| Participant deferral / active EE | $15,266 | $4,454+242.7% | $4,175+265.6% | $6,507+134.6% |
| Admin fee / account holder | $1,397 | $5,568-74.9% | $5,349-73.9% | $12,624-88.9% |