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 | $312,295 | $86,286+261.9% | $111,297+180.6% | $85,850+263.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.16% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $19,155 | $2,043+837.5% | $2,731+601.4% | $2,565+646.8% |
| Participant deferral / active EE | $3,873 | $3,641+6.4% | $4,487-13.7% | $3,952-2.0% |
| Admin fee / account holder | $10,744 | $8,188+31.2% | $7,964+34.9% | $6,260+71.6% |