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 | $280,830 | $115,882+142.3% | $100,516+179.4% | $158,922+76.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.05% | 34.79%-8.7pp | 30.89%-4.8pp | 302.83%-276.8pp |
| Employer contribution / active EE | $3,317 | $4,103-19.2% | $3,418-2.9% | $4,761-30.3% |
| Participant deferral / active EE | $18,761 | $6,674+181.1% | $6,270+199.2% | $5,982+213.6% |
| Admin fee / account holder | $3,951 | $10,995-64.1% | $8,081-51.1% | $11,246-64.9% |