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 | $264,079 | $185,822+42.1% | $169,993+55.3% | $139,434+89.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.88% | 60.50%-40.6pp | 53.37%-33.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $20,388 | $7,590+168.6% | $6,785+200.5% | $4,751+329.1% |
| Participant deferral / active EE | $12,659 | $11,622+8.9% | $10,408+21.6% | $6,710+88.7% |
| Admin fee / account holder | $4,149 | $15,381-73.0% | $12,815-67.6% | $11,403-63.6% |