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 | $345,195 | $197,591+74.7% | $177,821+94.1% | $158,922+117.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.14% | 58.76%-30.6pp | 48.32%-20.2pp | 302.83%-274.7pp |
| Employer contribution / active EE | $21,358 | $6,697+218.9% | $5,918+260.9% | $4,761+348.6% |
| Participant deferral / active EE | $17,573 | $8,405+109.1% | $7,714+127.8% | $5,982+193.8% |
| Admin fee / account holder | $2,755 | $15,399-82.1% | $12,427-77.8% | $11,246-75.5% |