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 | $313,228 | $185,822+68.6% | $169,993+84.3% | $139,434+124.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.96% | 60.50%-48.5pp | 53.37%-41.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,098 | $7,590-72.4% | $6,785-69.1% | $4,751-55.8% |
| Participant deferral / active EE | $9,873 | $11,622-15.0% | $10,408-5.1% | $6,710+47.1% |
| Admin fee / account holder | $589 | $15,381-96.2% | $12,815-95.4% | $11,403-94.8% |