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 | $297,594 | $100,773+195.3% | $88,946+234.6% | $142,382+109.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.98% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,896 | $2,918+204.9% | $2,555+248.2% | $4,299+106.9% |
| Participant deferral / active EE | $5,277 | $5,230+0.9% | $4,581+15.2% | $6,507-18.9% |
| Admin fee / account holder | $2,652 | $9,693-72.6% | $8,261-67.9% | $12,624-79.0% |