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 | $302,248 | $138,065+118.9% | $123,544+144.6% | $135,375+123.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.77% | 153.68%-147.9pp | 119.20%-113.4pp | 519.73%-514.0pp |
| Employer contribution / active EE | $12,216 | $5,151+137.1% | $4,628+164.0% | $4,779+155.6% |
| Participant deferral / active EE | $9,821 | $6,799+44.4% | $6,426+52.8% | $5,609+75.1% |
| Admin fee / account holder | $6,834 | $10,916-37.4% | $9,284-26.4% | $10,827-36.9% |