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 | $331,411 | $112,096+195.7% | $95,952+245.4% | $158,922+108.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.77% | 171.09%-157.3pp | 91.61%-77.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $16,644 | $3,198+420.4% | $2,541+555.0% | $4,761+249.6% |
| Participant deferral / active EE | $12,400 | $4,784+159.2% | $4,167+197.6% | $5,982+107.3% |
| Admin fee / account holder | $2,593 | $10,130-74.4% | $6,795-61.8% | $11,246-76.9% |