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 | $314,779 | $121,625+158.8% | $104,607+200.9% | $158,922+98.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.06% | 465.26%-449.2pp | 340.46%-324.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,585 | $3,163+76.6% | $2,681+108.3% | $4,761+17.3% |
| Participant deferral / active EE | $10,599 | $4,177+153.7% | $3,740+183.4% | $5,982+77.2% |
| Admin fee / account holder | $36,475 | $7,787+368.4% | $6,473+463.5% | $11,246+224.3% |