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 | $289,058 | $116,175+148.8% | $93,606+208.8% | $152,861+89.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.66% | 35.96%-11.3pp | 32.76%-8.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $15,434 | $3,218+379.6% | $2,718+467.8% | $4,762+224.1% |
| Participant deferral / active EE | $14,143 | $4,603+207.2% | $4,069+247.6% | $5,850+141.8% |
| Admin fee / account holder | $17,310 | $10,748+61.1% | $7,888+119.4% | $11,596+49.3% |