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 | $257,304 | $135,952+89.3% | $123,892+107.7% | $273,961-6.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 46.42% | 56.63%-10.2pp | 47.52%-1.1pp | 41.45%+5.0pp |
| Employer contribution / active EE | $14,214 | $5,170+174.9% | $4,617+207.9% | $4,869+191.9% |
| Participant deferral / active EE | $7,875 | $6,343+24.2% | $5,984+31.6% | $5,287+48.9% |
| Admin fee / account holder | $910 | $9,817-90.7% | $8,357-89.1% | $10,132-91.0% |