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 | $293,566 | $106,515+175.6% | $96,683+203.6% | $139,434+110.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.53% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,872 | $4,103-5.6% | $3,737+3.6% | $4,751-18.5% |
| Participant deferral / active EE | $12,642 | $5,454+131.8% | $4,878+159.1% | $6,710+88.4% |
| Admin fee / account holder | $2,497 | $7,877-68.3% | $6,730-62.9% | $11,403-78.1% |