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 | $316,951 | $115,770+173.8% | $101,248+213.0% | $158,922+99.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.89% | 56.14%-44.2pp | 46.47%-34.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $7,956 | $4,175+90.6% | $3,660+117.4% | $4,761+67.1% |
| Participant deferral / active EE | $8,344 | $4,957+68.3% | $4,370+90.9% | $5,982+39.5% |
| Admin fee / account holder | $20,818 | $7,245+187.3% | $5,945+250.2% | $11,246+85.1% |