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 | $304,470 | $102,966+195.7% | $90,281+237.2% | $152,861+99.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.35% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $11,099 | $3,139+253.6% | $2,854+288.9% | $4,762+133.1% |
| Participant deferral / active EE | $7,124 | $4,281+66.4% | $3,885+83.4% | $5,850+21.8% |
| Admin fee / account holder | $21,149 | $6,171+242.7% | $5,351+295.2% | $11,596+82.4% |