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 | $335,319 | $172,111+94.8% | $150,298+123.1% | $137,256+144.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.86% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,494 | $4,636+18.5% | $4,154+32.3% | $4,156+32.2% |
| Participant deferral / active EE | $2,995 | $6,166-51.4% | $5,453-45.1% | $6,407-53.3% |
| Admin fee / account holder | $1,935 | $16,471-88.3% | $14,116-86.3% | $12,270-84.2% |