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 | $349,396 | $105,181+232.2% | $159,436+119.1% | $85,850+307.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.37% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $5,795 | $3,318+74.6% | $4,829+20.0% | $2,565+125.9% |
| Participant deferral / active EE | $13,474 | $5,945+126.6% | $7,352+83.3% | $3,952+241.0% |
| Admin fee / account holder | $4,794 | $6,933-30.9% | $10,799-55.6% | $6,260-23.4% |