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 | $458,890 | $102,966+345.7% | $90,281+408.3% | $152,861+200.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.40% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $13,073 | $3,139+316.5% | $2,854+358.0% | $4,762+174.5% |
| Participant deferral / active EE | $9,532 | $4,281+122.6% | $3,885+145.3% | $5,850+62.9% |
| Admin fee / account holder | $1,731 | $6,171-72.0% | $5,351-67.7% | $11,596-85.1% |