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 | $262,795 | $107,334+144.8% | $92,893+182.9% | $152,861+71.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.55% | 145.58%-127.0pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $9,446 | $4,221+123.8% | $3,653+158.6% | $4,762+98.4% |
| Participant deferral / active EE | $11,593 | $4,845+139.3% | $4,236+173.7% | $5,850+98.2% |
| Admin fee / account holder | $19,913 | $7,079+181.3% | $5,794+243.7% | $11,596+71.7% |