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 | $253,382 | $172,111+47.2% | $150,298+68.6% | $137,256+84.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.96% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $10,060 | $4,636+117.0% | $4,154+142.2% | $4,156+142.0% |
| Participant deferral / active EE | $8,751 | $6,166+41.9% | $5,453+60.5% | $6,407+36.6% |
| Admin fee / account holder | $3,457 | $16,471-79.0% | $14,116-75.5% | $12,270-71.8% |