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 | $304,126 | $165,335+83.9% | $149,696+103.2% | $158,922+91.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.56% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $18,056 | $5,103+253.8% | $4,644+288.8% | $4,761+279.2% |
| Participant deferral / active EE | $3,557 | $7,181-50.5% | $6,842-48.0% | $5,982-40.5% |
| Admin fee / account holder | $464 | $10,807-95.7% | $9,309-95.0% | $11,246-95.9% |