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 | $275,212 | $106,515+158.4% | $96,683+184.7% | $139,434+97.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.91% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,131 | $4,103-23.7% | $3,737-16.2% | $4,751-34.1% |
| Participant deferral / active EE | $9,975 | $5,454+82.9% | $4,878+104.5% | $6,710+48.7% |
| Admin fee / account holder | $25,659 | $7,877+225.8% | $6,730+281.3% | $11,403+125.0% |