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 | $296,725 | $73,933+301.3% | $96,683+206.9% | $75,163+294.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.64% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $13,760 | $2,928+370.0% | $3,737+268.2% | $2,670+415.4% |
| Participant deferral / active EE | $4,283 | $3,659+17.1% | $4,878-12.2% | $4,125+3.8% |
| Admin fee / account holder | $19,369 | $5,216+271.3% | $6,730+187.8% | $5,651+242.8% |