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 | $320,104 | $124,319+157.5% | $111,297+187.6% | $167,490+91.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.81% | 37.44%-27.6pp | 54.65%-44.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $8,815 | $3,435+156.6% | $2,731+222.8% | $4,837+82.2% |
| Participant deferral / active EE | $10,465 | $5,180+102.0% | $4,487+133.2% | $6,341+65.0% |
| Admin fee / account holder | $5,617 | $10,618-47.1% | $7,964-29.5% | $12,309-54.4% |