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 | $281,337 | $127,264+121.1% | $109,895+156.0% | $167,490+68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.06% | 22.97%-9.9pp | 29.45%-16.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $9,332 | $3,322+180.9% | $2,842+228.3% | $4,837+92.9% |
| Participant deferral / active EE | $16,252 | $4,514+260.0% | $4,048+301.5% | $6,341+156.3% |
| Admin fee / account holder | $10,488 | $7,114+47.4% | $6,066+72.9% | $12,309-14.8% |