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 | $307,575 | $185,822+65.5% | $169,993+80.9% | $139,434+120.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.28% | 60.50%-37.2pp | 53.37%-30.1pp | 372.94%-349.7pp |
| Employer contribution / active EE | $10,030 | $7,590+32.1% | $6,785+47.8% | $4,751+111.1% |
| Participant deferral / active EE | $7,511 | $11,622-35.4% | $10,408-27.8% | $6,710+11.9% |
| Admin fee / account holder | $748 | $15,381-95.1% | $12,815-94.2% | $11,403-93.4% |