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 | $294,747 | $102,966+186.3% | $90,281+226.5% | $152,861+92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.66% | 95.16%-66.5pp | 78.10%-49.4pp | 345.32%-316.7pp |
| Employer contribution / active EE | $22,148 | $3,139+605.6% | $2,854+675.9% | $4,762+365.1% |
| Participant deferral / active EE | $12,178 | $4,281+184.4% | $3,885+213.4% | $5,850+108.2% |
| Admin fee / account holder | $15,841 | $6,171+156.7% | $5,351+196.0% | $11,596+36.6% |