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 | $316,994 | $140,940+124.9% | $112,229+182.5% | $139,434+127.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.24% | 32.71%-22.5pp | 30.20%-20.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $7,108 | $4,283+65.9% | $3,430+107.2% | $4,751+49.6% |
| Participant deferral / active EE | $22,834 | $5,874+288.7% | $4,798+375.9% | $6,710+240.3% |
| Admin fee / account holder | $1,785 | $9,954-82.1% | $7,748-77.0% | $11,403-84.3% |