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 | $378,724 | $155,788+143.1% | $124,672+203.8% | $167,490+126.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.33% | 17.97%+4.4pp | 5142.93%-5120.6pp | 478.56%-456.2pp |
| Employer contribution / active EE | $2,301 | $4,163-44.7% | $3,324-30.8% | $4,837-52.4% |
| Participant deferral / active EE | $9,761 | $5,673+72.0% | $4,614+111.5% | $6,341+53.9% |
| Admin fee / account holder | $2,296 | $9,531-75.9% | $7,493-69.4% | $12,309-81.3% |