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 | $355,172 | $185,822+91.1% | $169,993+108.9% | $139,434+154.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.97% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $18,000 | $7,590+137.2% | $6,785+165.3% | $4,751+278.9% |
| Participant deferral / active EE | $20,460 | $11,622+76.0% | $10,408+96.6% | $6,710+204.9% |
| Admin fee / account holder | $72,792 | $15,381+373.3% | $12,815+468.0% | $11,403+538.4% |