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 | $306,996 | $115,770+165.2% | $101,248+203.2% | $158,922+93.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 43.27% | 56.14%-12.9pp | 46.47%-3.2pp | 302.83%-259.6pp |
| Employer contribution / active EE | $14,111 | $4,175+238.0% | $3,660+285.6% | $4,761+196.4% |
| Participant deferral / active EE | $6,213 | $4,957+25.3% | $4,370+42.2% | $5,982+3.9% |
| Admin fee / account holder | $36,465 | $7,245+403.3% | $5,945+513.3% | $11,246+224.3% |