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 | $337,005 | $228,332+47.6% | $185,823+81.4% | $158,922+112.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.44% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $15,370 | $4,967+209.5% | $4,087+276.0% | $4,761+222.8% |
| Participant deferral / active EE | $19,500 | $6,415+204.0% | $5,632+246.2% | $5,982+226.0% |
| Admin fee / account holder | $1,814 | $11,864-84.7% | $9,500-80.9% | $11,246-83.9% |