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 | $393,729 | $133,922+194.0% | $116,228+238.8% | $142,382+176.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.63% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $9,540 | $3,446+176.9% | $2,994+218.6% | $4,299+121.9% |
| Participant deferral / active EE | $11,357 | $5,672+100.2% | $4,953+129.3% | $6,507+74.5% |
| Admin fee / account holder | $3,712 | $14,945-75.2% | $11,989-69.0% | $12,624-70.6% |