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 | $273,187 | $115,770+136.0% | $101,248+169.8% | $158,922+71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.93% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,346 | $4,175-19.9% | $3,660-8.6% | $4,761-29.7% |
| Participant deferral / active EE | $7,623 | $4,957+53.8% | $4,370+74.4% | $5,982+27.4% |
| Admin fee / account holder | $2,672 | $7,245-63.1% | $5,945-55.1% | $11,246-76.2% |