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 | $370,610 | $100,773+267.8% | $88,946+316.7% | $142,382+160.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.17% | 70.18%-56.0pp | 57.82%-43.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,317 | $2,918+82.2% | $2,555+108.1% | $4,299+23.7% |
| Participant deferral / active EE | $12,760 | $5,230+144.0% | $4,581+178.5% | $6,507+96.1% |
| Admin fee / account holder | $16,640 | $9,693+71.7% | $8,261+101.4% | $12,624+31.8% |