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 | $316,771 | $133,922+136.5% | $116,228+172.5% | $142,382+122.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.31% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.8pp |
| Employer contribution / active EE | $8,240 | $3,446+139.2% | $2,994+175.2% | $4,299+91.7% |
| Participant deferral / active EE | $7,751 | $5,672+36.7% | $4,953+56.5% | $6,507+19.1% |
| Admin fee / account holder | $5,201 | $14,945-65.2% | $11,989-56.6% | $12,624-58.8% |