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 | $251,422 | $86,286+191.4% | $111,297+125.9% | $85,850+192.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.61% | 19.99%-4.4pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,804 | $2,043+86.2% | $2,731+39.3% | $2,565+48.3% |
| Participant deferral / active EE | $10,396 | $3,641+185.6% | $4,487+131.7% | $3,952+163.1% |
| Admin fee / account holder | $23,050 | $8,188+181.5% | $7,964+189.4% | $6,260+268.2% |