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 | $254,825 | $86,286+195.3% | $111,297+129.0% | $85,850+196.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.01% | 19.99%-2.0pp | 54.65%-36.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,261 | $2,043+10.7% | $2,731-17.2% | $2,565-11.9% |
| Participant deferral / active EE | $4,381 | $3,641+20.3% | $4,487-2.4% | $3,952+10.9% |
| Admin fee / account holder | $30,178 | $8,188+268.6% | $7,964+278.9% | $6,260+382.1% |