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 | $301,188 | $115,770+160.2% | $101,248+197.5% | $158,922+89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.52% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $12,247 | $4,175+193.4% | $3,660+234.7% | $4,761+157.2% |
| Participant deferral / active EE | $9,655 | $4,957+94.8% | $4,370+120.9% | $5,982+61.4% |
| Admin fee / account holder | $1,097 | $7,245-84.9% | $5,945-81.6% | $11,246-90.2% |