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 | $278,894 | $124,319+124.3% | $111,297+150.6% | $167,490+66.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.93% | 37.44%-22.5pp | 54.65%-39.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $7,092 | $3,435+106.4% | $2,731+159.7% | $4,837+46.6% |
| Participant deferral / active EE | $5,437 | $5,180+5.0% | $4,487+21.2% | $6,341-14.3% |
| Admin fee / account holder | $3,940 | $10,618-62.9% | $7,964-50.5% | $12,309-68.0% |