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 | $290,552 | $99,652+191.6% | $78,778+268.8% | $147,584+96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.01% | 47.28%-32.3pp | 35.62%-20.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $6,053 | $2,796+116.5% | $1,986+204.8% | $4,876+24.1% |
| Participant deferral / active EE | $3,938 | $3,664+7.5% | $2,958+33.1% | $5,439-27.6% |
| Admin fee / account holder | $9,570 | $7,155+33.7% | $5,134+86.4% | $10,885-12.1% |