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 | $351,055 | $165,335+112.3% | $149,696+134.5% | $158,922+120.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.90% | 348.15%-336.2pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $9,500 | $5,103+86.2% | $4,644+104.6% | $4,761+99.5% |
| Participant deferral / active EE | $12,500 | $7,181+74.1% | $6,842+82.7% | $5,982+109.0% |
| Admin fee / account holder | $7,820 | $10,807-27.6% | $9,309-16.0% | $11,246-30.5% |