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 | $320,791 | $126,574+153.4% | $106,213+202.0% | $145,922+119.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.22% | 224.79%-206.6pp | 116.14%-97.9pp | 561.29%-543.1pp |
| Employer contribution / active EE | $12,517 | $3,730+235.5% | $3,171+294.7% | $4,660+168.6% |
| Participant deferral / active EE | $6,107 | $5,724+6.7% | $5,016+21.8% | $6,688-8.7% |
| Admin fee / account holder | $13,774 | $17,304-20.4% | $11,033+24.8% | $13,397+2.8% |