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 | $269,626 | $100,773+167.6% | $88,946+203.1% | $142,382+89.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.21% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,815 | $2,918-3.5% | $2,555+10.2% | $4,299-34.5% |
| Participant deferral / active EE | $6,854 | $5,230+31.0% | $4,581+49.6% | $6,507+5.3% |
| Admin fee / account holder | $11,077 | $9,693+14.3% | $8,261+34.1% | $12,624-12.2% |