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 | $339,271 | $127,065+167.0% | $113,168+199.8% | $142,382+138.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.78% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $14,351 | $3,442+316.9% | $2,975+382.4% | $4,299+233.8% |
| Participant deferral / active EE | $12,584 | $5,716+120.1% | $5,107+146.4% | $6,507+93.4% |
| Admin fee / account holder | $2,497 | $15,736-84.1% | $12,068-79.3% | $12,624-80.2% |