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 | $349,558 | $121,625+187.4% | $104,607+234.2% | $158,922+120.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.29% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $7,108 | $3,163+124.7% | $2,681+165.2% | $4,761+49.3% |
| Participant deferral / active EE | $5,905 | $4,177+41.4% | $3,740+57.9% | $5,982-1.3% |
| Admin fee / account holder | $2,141 | $7,787-72.5% | $6,473-66.9% | $11,246-81.0% |