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 | $295,179 | $102,966+186.7% | $90,281+227.0% | $152,861+93.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.42% | 95.16%-74.7pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $18,040 | $3,139+474.8% | $2,854+532.0% | $4,762+278.8% |
| Participant deferral / active EE | $18,018 | $4,281+320.8% | $3,885+363.7% | $5,850+208.0% |
| Admin fee / account holder | $1,975 | $6,171-68.0% | $5,351-63.1% | $11,596-83.0% |