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 | $370,592 | $228,332+62.3% | $185,823+99.4% | $158,922+133.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.83% | 40.80%-17.0pp | 35.95%-12.1pp | 302.83%-279.0pp |
| Employer contribution / active EE | $15,596 | $4,967+214.0% | $4,087+281.6% | $4,761+227.6% |
| Participant deferral / active EE | $14,335 | $6,415+123.5% | $5,632+154.5% | $5,982+139.6% |
| Admin fee / account holder | $3,017 | $11,864-74.6% | $9,500-68.2% | $11,246-73.2% |