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 | $319,268 | $127,065+151.3% | $113,168+182.1% | $142,382+124.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.40% | 24.03%-12.6pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,385 | $3,442-30.7% | $2,975-19.9% | $4,299-44.5% |
| Participant deferral / active EE | $19,000 | $5,716+232.4% | $5,107+272.1% | $6,507+192.0% |
| Admin fee / account holder | $12,839 | $15,736-18.4% | $12,068+6.4% | $12,624+1.7% |