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 | $278,802 | $102,317+172.5% | $146,958+89.7% | $80,856+244.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.92% | 134.76%-110.8pp | 418.34%-394.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $5,365 | $3,713+44.5% | $4,933+8.8% | $2,755+94.8% |
| Participant deferral / active EE | $9,411 | $6,644+41.6% | $8,070+16.6% | $4,296+119.1% |
| Admin fee / account holder | $10,433 | $7,941+31.4% | $12,998-19.7% | $6,918+50.8% |