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 | $358,675 | $115,770+209.8% | $101,248+254.3% | $158,922+125.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.37% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $13,914 | $4,175+233.3% | $3,660+280.2% | $4,761+192.2% |
| Participant deferral / active EE | $9,461 | $4,957+90.9% | $4,370+116.5% | $5,982+58.2% |
| Admin fee / account holder | $8,337 | $7,245+15.1% | $5,945+40.2% | $11,246-25.9% |