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 | $250,083 | $148,534+68.4% | $135,903+84.0% | $139,434+79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.83% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $10,852 | $5,243+107.0% | $4,856+123.5% | $4,751+128.4% |
| Participant deferral / active EE | $13,230 | $8,100+63.3% | $7,758+70.5% | $6,710+97.2% |
| Admin fee / account holder | $2,966 | $12,400-76.1% | $10,762-72.4% | $11,403-74.0% |