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 | $266,222 | $102,616+159.4% | $81,983+224.7% | $158,922+67.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.53% | 61.04%-51.5pp | 41.31%-31.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $6,720 | $3,240+107.4% | $2,498+169.0% | $4,761+41.1% |
| Participant deferral / active EE | $7,521 | $4,648+61.8% | $3,722+102.1% | $5,982+25.7% |
| Admin fee / account holder | $687 | $8,235-91.7% | $5,664-87.9% | $11,246-93.9% |