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 | $290,011 | $98,240+195.2% | $82,313+252.3% | $147,584+96.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.00% | 30.85%-9.9pp | 25.88%-4.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,937 | $3,192+23.3% | $2,428+62.1% | $4,876-19.3% |
| Participant deferral / active EE | $9,367 | $4,383+113.7% | $3,706+152.7% | $5,439+72.2% |
| Admin fee / account holder | $7,068 | $8,563-17.5% | $5,608+26.0% | $10,885-35.1% |