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 | $929,976 | $95,266+876.2% | $82,389+1028.8% | $142,382+553.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.19% | 25.74%-9.6pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,250 | $2,991+109.0% | $2,517+148.3% | $4,299+45.4% |
| Participant deferral / active EE | $10,019 | $4,809+108.3% | $4,155+141.2% | $6,507+54.0% |
| Admin fee / account holder | $3,343 | $8,563-61.0% | $7,231-53.8% | $12,624-73.5% |