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 | $364,583 | $114,381+218.7% | $107,525+239.1% | $142,382+156.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.10% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $13,796 | $4,015+243.7% | $3,754+267.6% | $4,299+220.9% |
| Participant deferral / active EE | $6,838 | $5,564+22.9% | $5,116+33.7% | $6,507+5.1% |
| Admin fee / account holder | $7,970 | $9,860-19.2% | $8,919-10.6% | $12,624-36.9% |