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 | $320,952 | $178,174+80.1% | $156,181+105.5% | $137,256+133.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.95% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $6,958 | $4,972+39.9% | $4,294+62.0% | $4,156+67.4% |
| Participant deferral / active EE | $9,001 | $6,888+30.7% | $6,132+46.8% | $6,407+40.5% |
| Admin fee / account holder | $4,676 | $17,404-73.1% | $14,586-67.9% | $12,270-61.9% |