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 | $286,218 | $100,773+184.0% | $88,946+221.8% | $142,382+101.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.61% | 70.18%-55.6pp | 57.82%-43.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $14,780 | $2,918+406.6% | $2,555+478.5% | $4,299+243.8% |
| Participant deferral / active EE | $9,811 | $5,230+87.6% | $4,581+114.1% | $6,507+50.8% |
| Admin fee / account holder | $2,348 | $9,693-75.8% | $8,261-71.6% | $12,624-81.4% |