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 | $250,408 | $97,744+156.2% | $103,476+142.0% | $145,922+71.6% |
| Participation rate | 95.2% | 81.1%+14.1pp | 80.5%+14.7pp | 80.3%+15.0pp |
| Annual return | 9.98% | 25.41%-15.4pp | 23.90%-13.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $12,371 | $4,677+164.5% | $4,672+164.8% | $4,660+165.5% |
| Participant deferral / active EE | $11,971 | $6,603+81.3% | $6,623+80.8% | $6,688+79.0% |
| Admin fee / account holder | $30,537 | $12,515+144.0% | $9,413+224.4% | $13,397+127.9% |