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 | $339,541 | $172,111+97.3% | $150,298+125.9% | $137,256+147.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.08% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $8,227 | $4,636+77.4% | $4,154+98.0% | $4,156+97.9% |
| Participant deferral / active EE | $14,388 | $6,166+133.4% | $5,453+163.9% | $6,407+124.6% |
| Admin fee / account holder | $11,116 | $16,471-32.5% | $14,116-21.3% | $12,270-9.4% |