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 | $318,689 | $185,822+71.5% | $169,993+87.5% | $139,434+128.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.98% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $14,596 | $7,590+92.3% | $6,785+115.1% | $4,751+207.2% |
| Participant deferral / active EE | $15,211 | $11,622+30.9% | $10,408+46.2% | $6,710+126.7% |
| Admin fee / account holder | $2,591 | $15,381-83.2% | $12,815-79.8% | $11,403-77.3% |