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 | $251,439 | $100,773+149.5% | $88,946+182.7% | $142,382+76.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.28% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,384 | $2,918+50.3% | $2,555+71.6% | $4,299+2.0% |
| Participant deferral / active EE | $9,984 | $5,230+90.9% | $4,581+117.9% | $6,507+53.4% |
| Admin fee / account holder | $69,767 | $9,693+619.8% | $8,261+744.5% | $12,624+452.7% |