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 | $326,681 | $102,616+218.4% | $81,983+298.5% | $158,922+105.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.48% | 61.04%-37.6pp | 41.31%-17.8pp | 302.83%-279.3pp |
| Employer contribution / active EE | $7,413 | $3,240+128.8% | $2,498+196.7% | $4,761+55.7% |
| Participant deferral / active EE | $14,825 | $4,648+218.9% | $3,722+298.3% | $5,982+147.8% |
| Admin fee / account holder | $2,207 | $8,235-73.2% | $5,664-61.0% | $11,246-80.4% |