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 | $355,726 | $117,983+201.5% | $101,794+249.5% | $142,382+149.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.11% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $18,918 | $2,773+582.3% | $2,289+726.5% | $4,299+340.0% |
| Participant deferral / active EE | $13,400 | $4,714+184.3% | $4,084+228.1% | $6,507+105.9% |
| Admin fee / account holder | $3,296 | $10,433-68.4% | $8,777-62.4% | $12,624-73.9% |