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 | $293,982 | $100,901+191.4% | $75,670+288.5% | $147,584+99.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 12.47% | 35.78%-23.3pp | 27.34%-14.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $10,223 | $3,253+214.2% | $2,352+334.7% | $4,876+109.6% |
| Participant deferral / active EE | $3,502 | $4,027-13.0% | $3,142+11.5% | $5,439-35.6% |
| Admin fee / account holder | $16,212 | $11,285+43.7% | $5,800+179.5% | $10,885+48.9% |