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 | $342,225 | $197,591+73.2% | $177,821+92.5% | $158,922+115.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.73% | 58.76%-47.0pp | 48.32%-36.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $6,355 | $6,697-5.1% | $5,918+7.4% | $4,761+33.5% |
| Participant deferral / active EE | $6,809 | $8,405-19.0% | $7,714-11.7% | $5,982+13.8% |
| Admin fee / account holder | $1,357 | $15,399-91.2% | $12,427-89.1% | $11,246-87.9% |