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 | $275,456 | $133,922+105.7% | $116,228+137.0% | $142,382+93.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.96% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,007 | $3,446+132.4% | $2,994+167.4% | $4,299+86.3% |
| Participant deferral / active EE | $8,680 | $5,672+53.0% | $4,953+75.2% | $6,507+33.4% |
| Admin fee / account holder | $47,159 | $14,945+215.6% | $11,989+293.3% | $12,624+273.6% |