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 | $309,993 | $86,286+259.3% | $111,297+178.5% | $85,850+261.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.96% | 19.99%-1.0pp | 54.65%-35.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $2,158 | $2,043+5.6% | $2,731-21.0% | $2,565-15.9% |
| Participant deferral / active EE | $8,301 | $3,641+128.0% | $4,487+85.0% | $3,952+110.1% |
| Admin fee / account holder | $24,890 | $8,188+204.0% | $7,964+212.5% | $6,260+297.6% |