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 | $317,277 | $115,770+174.1% | $101,248+213.4% | $158,922+99.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.80% | 56.14%-45.3pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $19,234 | $4,175+360.7% | $3,660+425.6% | $4,761+304.0% |
| Participant deferral / active EE | $4,054 | $4,957-18.2% | $4,370-7.2% | $5,982-32.2% |
| Admin fee / account holder | $2,276 | $7,245-68.6% | $5,945-61.7% | $11,246-79.8% |