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 | $365,656 | $114,381+219.7% | $107,525+240.1% | $142,382+156.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.52% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $16,915 | $4,015+321.3% | $3,754+350.6% | $4,299+293.4% |
| Participant deferral / active EE | $23,912 | $5,564+329.7% | $5,116+367.4% | $6,507+267.5% |
| Admin fee / account holder | $4,327 | $9,860-56.1% | $8,919-51.5% | $12,624-65.7% |