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 | $345,321 | $118,450+191.5% | $98,439+250.8% | $139,434+147.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 18.94%-2.9pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $19,607 | $3,609+443.2% | $3,048+543.3% | $4,751+312.7% |
| Participant deferral / active EE | $9,877 | $5,392+83.2% | $4,738+108.5% | $6,710+47.2% |
| Admin fee / account holder | $3,216 | $14,026-77.1% | $8,948-64.1% | $11,403-71.8% |