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 | $340,481 | $72,071+372.4% | $68,368+398.0% | $137,256+148.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.84% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $10,234 | $2,788+267.1% | $2,649+286.3% | $4,156+146.2% |
| Participant deferral / active EE | $7,983 | $4,410+81.0% | $4,123+93.6% | $6,407+24.6% |
| Admin fee / account holder | $6,263 | $5,336+17.4% | $5,150+21.6% | $12,270-49.0% |