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 | $273,243 | $197,591+38.3% | $177,821+53.7% | $158,922+71.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.47% | 58.76%-41.3pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $6,130 | $6,697-8.5% | $5,918+3.6% | $4,761+28.8% |
| Participant deferral / active EE | $7,270 | $8,405-13.5% | $7,714-5.8% | $5,982+21.5% |
| Admin fee / account holder | $6,100 | $15,399-60.4% | $12,427-50.9% | $11,246-45.8% |