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 | $331,638 | $115,708+186.6% | $65,255+408.2% | $139,434+137.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.19%-19.2pp | 47.35%-35.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $9,340 | $2,599+259.3% | $1,691+452.2% | $4,751+96.6% |
| Participant deferral / active EE | $11,325 | $4,240+167.1% | $2,831+300.0% | $6,710+68.8% |
| Admin fee / account holder | $35,171 | $6,698+425.1% | $4,112+755.3% | $11,403+208.4% |