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 | $275,710 | $118,680+132.3% | $98,907+178.8% | $158,922+73.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.19% | 372.35%-342.2pp | 196.43%-166.2pp | 302.83%-272.6pp |
| Employer contribution / active EE | $9,305 | $3,333+179.2% | $2,689+246.1% | $4,761+95.4% |
| Participant deferral / active EE | $10,575 | $5,088+107.8% | $4,244+149.2% | $5,982+76.8% |
| Admin fee / account holder | $1,552 | $10,131-84.7% | $6,642-76.6% | $11,246-86.2% |