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 | $300,968 | $197,591+52.3% | $177,821+69.3% | $158,922+89.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.31% | 58.76%-47.4pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $5,000 | $6,697-25.3% | $5,918-15.5% | $4,761+5.0% |
| Participant deferral / active EE | $4,966 | $8,405-40.9% | $7,714-35.6% | $5,982-17.0% |
| Admin fee / account holder | $2,081 | $15,399-86.5% | $12,427-83.3% | $11,246-81.5% |