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 | $409,478 | $228,332+79.3% | $185,823+120.4% | $158,922+157.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.31% | 40.80%-29.5pp | 35.95%-24.6pp | 302.83%-291.5pp |
| Employer contribution / active EE | $6,093 | $4,967+22.7% | $4,087+49.1% | $4,761+28.0% |
| Participant deferral / active EE | $8,130 | $6,415+26.7% | $5,632+44.3% | $5,982+35.9% |
| Admin fee / account holder | $118,186 | $11,864+896.2% | $9,500+1144.0% | $11,246+950.9% |