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 | $370,396 | $176,056+110.4% | $159,436+132.3% | $167,490+121.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $12,716 | $5,297+140.1% | $4,829+163.3% | $4,837+162.9% |
| Participant deferral / active EE | $7,388 | $7,750-4.7% | $7,352+0.5% | $6,341+16.5% |
| Admin fee / account holder | $1,567 | $12,554-87.5% | $10,799-85.5% | $12,309-87.3% |