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 | $323,116 | $115,770+179.1% | $101,248+219.1% | $158,922+103.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.62% | 56.14%-39.5pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $10,569 | $4,175+153.2% | $3,660+188.8% | $4,761+122.0% |
| Participant deferral / active EE | $11,833 | $4,957+138.7% | $4,370+170.8% | $5,982+97.8% |
| Admin fee / account holder | $2,245 | $7,245-69.0% | $5,945-62.2% | $11,246-80.0% |