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 | $276,732 | $168,632+64.1% | $147,614+87.5% | $125,391+120.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.15% | 77.65%-76.5pp | 61.98%-60.8pp | 282.22%-281.1pp |
| Employer contribution / active EE | $14,328 | $6,252+129.2% | $5,564+157.5% | $4,866+194.5% |
| Participant deferral / active EE | $10,345 | $5,507+87.9% | $4,895+111.3% | $5,352+93.3% |
| Admin fee / account holder | $1,474 | $13,580-89.1% | $11,611-87.3% | $9,540-84.5% |