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 | $288,536 | $102,317+182.0% | $146,958+96.3% | $80,856+256.8% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 11.90% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $12,088 | $3,713+225.5% | $4,933+145.0% | $2,755+338.8% |
| Participant deferral / active EE | $13,820 | $6,644+108.0% | $8,070+71.2% | $4,296+221.7% |
| Admin fee / account holder | $1,105 | $7,941-86.1% | $12,998-91.5% | $6,918-84.0% |