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 | $412,325 | $100,773+309.2% | $88,946+363.6% | $142,382+189.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.91% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,283 | $2,918+149.6% | $2,555+185.1% | $4,299+69.4% |
| Participant deferral / active EE | $17,383 | $5,230+232.4% | $4,581+279.4% | $6,507+167.1% |
| Admin fee / account holder | $8,086 | $9,693-16.6% | $8,261-2.1% | $12,624-35.9% |