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 | $256,956 | $123,909+107.4% | $69,647+268.9% | $145,922+76.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 15.71% | 190.55%-174.8pp | 100.48%-84.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,543 | $2,682+106.7% | $1,712+223.7% | $4,660+19.0% |
| Participant deferral / active EE | $16,983 | $4,236+300.9% | $2,886+488.5% | $6,688+153.9% |
| Admin fee / account holder | $13,379 | $7,863+70.2% | $4,713+183.9% | $13,397-0.1% |