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 | $442,588 | $107,334+312.3% | $92,893+376.4% | $152,861+189.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.33% | 145.58%-129.2pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $8,075 | $4,221+91.3% | $3,653+121.1% | $4,762+69.6% |
| Participant deferral / active EE | $11,708 | $4,845+141.7% | $4,236+176.4% | $5,850+100.1% |
| Admin fee / account holder | $4,327 | $7,079-38.9% | $5,794-25.3% | $11,596-62.7% |