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 | $377,551 | $165,912+127.6% | $122,332+208.6% | $147,584+155.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.51% | 34.55%-25.0pp | 30.27%-20.8pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,500 | $5,754-56.6% | $4,050-38.3% | $4,876-48.7% |
| Participant deferral / active EE | $17,750 | $4,005+343.2% | $3,287+440.0% | $5,439+226.4% |
| Admin fee / account holder | $7,429 | $7,424+0.1% | $5,478+35.6% | $10,885-31.8% |