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 | $289,454 | $185,822+55.8% | $169,993+70.3% | $139,434+107.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.41% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $22,490 | $7,590+196.3% | $6,785+231.5% | $4,751+373.4% |
| Participant deferral / active EE | $18,456 | $11,622+58.8% | $10,408+77.3% | $6,710+175.0% |
| Admin fee / account holder | $2,625 | $15,381-82.9% | $12,815-79.5% | $11,403-77.0% |