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 | $343,452 | $154,117+122.9% | $129,995+164.2% | $139,434+146.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 32.48%-12.6pp | -137.18%+157.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $8,409 | $5,289+59.0% | $4,320+94.7% | $4,751+77.0% |
| Participant deferral / active EE | $10,076 | $6,710+50.2% | $5,820+73.1% | $6,710+50.2% |
| Admin fee / account holder | $1,016 | $14,007-92.7% | $10,614-90.4% | $11,403-91.1% |