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 | $267,836 | $127,065+110.8% | $113,168+136.7% | $142,382+88.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.59% | 24.03%-13.4pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,411 | $3,442-0.9% | $2,975+14.6% | $4,299-20.7% |
| Participant deferral / active EE | $6,567 | $5,716+14.9% | $5,107+28.6% | $6,507+0.9% |
| Admin fee / account holder | $446 | $15,736-97.2% | $12,068-96.3% | $12,624-96.5% |