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 | $322,112 | $124,281+159.2% | $109,143+195.1% | $167,490+92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.12% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $4,717 | $4,207+12.1% | $3,722+26.7% | $4,837-2.5% |
| Participant deferral / active EE | $12,677 | $5,255+141.2% | $4,653+172.4% | $6,341+99.9% |
| Admin fee / account holder | $7,950 | $7,970-0.2% | $6,752+17.7% | $12,309-35.4% |