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 | $364,724 | $177,572+105.4% | $154,803+135.6% | $142,382+156.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.21% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $11,328 | $4,810+135.5% | $4,305+163.1% | $4,299+163.5% |
| Participant deferral / active EE | $7,456 | $6,272+18.9% | $5,540+34.6% | $6,507+14.6% |
| Admin fee / account holder | $6,358 | $16,786-62.1% | $14,329-55.6% | $12,624-49.6% |