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 | $360,370 | $73,515+390.2% | $62,995+472.1% | $147,584+144.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.35% | 175.43%-159.1pp | 87.57%-71.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $5,755 | $3,320+73.3% | $2,759+108.6% | $4,876+18.0% |
| Participant deferral / active EE | $14,961 | $4,185+257.5% | $3,329+349.4% | $5,439+175.1% |
| Admin fee / account holder | $3,924 | $5,953-34.1% | $3,600+9.0% | $10,885-64.0% |