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 | $272,663 | $109,982+147.9% | $97,226+180.4% | $145,922+86.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.65% | 242.90%-226.3pp | 75.13%-58.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,903 | $3,084-5.9% | $2,729+6.4% | $4,660-37.7% |
| Participant deferral / active EE | $11,559 | $4,676+147.2% | $4,264+171.1% | $6,688+72.8% |
| Admin fee / account holder | $1,245 | $6,221-80.0% | $5,654-78.0% | $13,397-90.7% |