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 | $334,927 | $124,281+169.5% | $109,143+206.9% | $167,490+100.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 39.96% | 26.04%+13.9pp | 25.75%+14.2pp | 478.56%-438.6pp |
| Employer contribution / active EE | $16,758 | $4,207+298.3% | $3,722+350.2% | $4,837+246.4% |
| Participant deferral / active EE | $4,326 | $5,255-17.7% | $4,653-7.0% | $6,341-31.8% |
| Admin fee / account holder | $930 | $7,970-88.3% | $6,752-86.2% | $12,309-92.4% |