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 | $340,895 | $107,934+215.8% | $91,989+270.6% | $152,861+123.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.25% | 89.24%-65.0pp | 69.02%-44.8pp | 345.32%-321.1pp |
| Employer contribution / active EE | $6,594 | $4,210+56.6% | $3,452+91.0% | $4,762+38.5% |
| Participant deferral / active EE | $7,224 | $6,364+13.5% | $5,923+22.0% | $5,850+23.5% |
| Admin fee / account holder | $10,004 | $10,520-4.9% | $7,743+29.2% | $11,596-13.7% |