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 | $272,935 | $102,966+165.1% | $90,281+202.3% | $152,861+78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.48% | 95.16%-72.7pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $7,446 | $3,139+137.2% | $2,854+160.9% | $4,762+56.4% |
| Participant deferral / active EE | $7,658 | $4,281+78.9% | $3,885+97.1% | $5,850+30.9% |
| Admin fee / account holder | $26,157 | $6,171+323.9% | $5,351+388.8% | $11,596+125.6% |