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 | $254,561 | $124,319+104.8% | $111,297+128.7% | $167,490+52.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.47% | 37.44%-25.0pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,407 | $3,435-0.8% | $2,731+24.7% | $4,837-29.6% |
| Participant deferral / active EE | $8,974 | $5,180+73.2% | $4,487+100.0% | $6,341+41.5% |
| Admin fee / account holder | $1,329 | $10,618-87.5% | $7,964-83.3% | $12,309-89.2% |