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 | $280,976 | $106,515+163.8% | $96,683+190.6% | $139,434+101.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.35% | 38.43%-19.1pp | 35.69%-16.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $16,273 | $4,103+296.6% | $3,737+335.5% | $4,751+242.5% |
| Participant deferral / active EE | $4,255 | $5,454-22.0% | $4,878-12.8% | $6,710-36.6% |
| Admin fee / account holder | $7,231 | $7,877-8.2% | $6,730+7.5% | $11,403-36.6% |