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 | $293,493 | $176,056+66.7% | $159,436+84.1% | $167,490+75.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.02% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $15,126 | $5,297+185.5% | $4,829+213.2% | $4,837+212.7% |
| Participant deferral / active EE | $13,725 | $7,750+77.1% | $7,352+86.7% | $6,341+116.4% |
| Admin fee / account holder | $12,104 | $12,554-3.6% | $10,799+12.1% | $12,309-1.7% |