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 | $378,244 | $133,922+182.4% | $116,228+225.4% | $142,382+165.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.84% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $9,277 | $3,446+169.3% | $2,994+209.8% | $4,299+115.8% |
| Participant deferral / active EE | $10,359 | $5,672+82.6% | $4,953+109.1% | $6,507+59.2% |
| Admin fee / account holder | $6,658 | $14,945-55.4% | $11,989-44.5% | $12,624-47.3% |