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 | $340,642 | $185,822+83.3% | $169,993+100.4% | $139,434+144.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.93% | 60.50%-43.6pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $11,454 | $7,590+50.9% | $6,785+68.8% | $4,751+141.1% |
| Participant deferral / active EE | $7,333 | $11,622-36.9% | $10,408-29.5% | $6,710+9.3% |
| Admin fee / account holder | $7,400 | $15,381-51.9% | $12,815-42.3% | $11,403-35.1% |