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 | $378,260 | $100,773+275.4% | $88,946+325.3% | $142,382+165.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.47% | 70.18%-55.7pp | 57.82%-43.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,245 | $2,918+182.6% | $2,555+222.7% | $4,299+91.8% |
| Participant deferral / active EE | $22,332 | $5,230+327.0% | $4,581+387.5% | $6,507+243.2% |
| Admin fee / account holder | $2,298 | $9,693-76.3% | $8,261-72.2% | $12,624-81.8% |