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 | $342,712 | $95,561+258.6% | $77,163+344.1% | $139,434+145.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.81% | 54.92%-44.1pp | 37.87%-27.1pp | 372.94%-362.1pp |
| Employer contribution / active EE | $18,751 | $3,147+495.8% | $2,535+639.7% | $4,751+294.7% |
| Participant deferral / active EE | $6,506 | $4,624+40.7% | $3,833+69.7% | $6,710-3.0% |
| Admin fee / account holder | $1,762 | $8,295-78.8% | $5,472-67.8% | $11,403-84.5% |