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 | $315,840 | $185,822+70.0% | $169,993+85.8% | $139,434+126.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.63% | 60.50%-47.9pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,951 | $7,590-61.1% | $6,785-56.5% | $4,751-37.9% |
| Participant deferral / active EE | $8,839 | $11,622-23.9% | $10,408-15.1% | $6,710+31.7% |
| Admin fee / account holder | $16,778 | $15,381+9.1% | $12,815+30.9% | $11,403+47.1% |