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 | $261,350 | $72,277+261.6% | $101,248+158.1% | $79,858+227.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 25.29% | 22.30%+3.0pp | 46.47%-21.2pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,736 | $2,692-35.5% | $3,660-52.5% | $2,471-29.7% |
| Participant deferral / active EE | $11,096 | $3,282+238.1% | $4,370+153.9% | $3,740+196.7% |
| Admin fee / account holder | $17,761 | $4,400+303.6% | $5,945+198.7% | $5,306+234.7% |