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 | $398,976 | $157,256+153.7% | $141,162+182.6% | $152,861+161.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.45% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $11,332 | $5,261+115.4% | $4,735+139.3% | $4,762+138.0% |
| Participant deferral / active EE | $13,970 | $7,109+96.5% | $6,709+108.2% | $5,850+138.8% |
| Admin fee / account holder | $10,360 | $12,120-14.5% | $10,261+1.0% | $11,596-10.7% |