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 | $337,221 | $118,680+184.1% | $98,907+240.9% | $158,922+112.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.70% | 372.35%-353.6pp | 196.43%-177.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $7,995 | $3,333+139.9% | $2,689+197.3% | $4,761+67.9% |
| Participant deferral / active EE | $6,326 | $5,088+24.3% | $4,244+49.0% | $5,982+5.7% |
| Admin fee / account holder | $8,286 | $10,131-18.2% | $6,642+24.8% | $11,246-26.3% |