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 | $304,710 | $107,334+183.9% | $92,893+228.0% | $152,861+99.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.55% | 145.58%-128.0pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $9,879 | $4,221+134.0% | $3,653+170.5% | $4,762+107.4% |
| Participant deferral / active EE | $7,657 | $4,845+58.0% | $4,236+80.7% | $5,850+30.9% |
| Admin fee / account holder | $9,686 | $7,079+36.8% | $5,794+67.2% | $11,596-16.5% |