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 | $336,042 | $127,065+164.5% | $113,168+196.9% | $142,382+136.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.97% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $8,380 | $3,442+143.4% | $2,975+181.6% | $4,299+94.9% |
| Participant deferral / active EE | $5,429 | $5,716-5.0% | $5,107+6.3% | $6,507-16.6% |
| Admin fee / account holder | $44,579 | $15,736+183.3% | $12,068+269.4% | $12,624+253.1% |