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 | $281,235 | $77,899+261.0% | $149,673+87.9% | $75,163+274.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.82% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $25,266 | $3,137+705.3% | $4,818+424.4% | $2,670+846.3% |
| Participant deferral / active EE | $14,995 | $3,411+339.6% | $5,680+164.0% | $4,125+263.5% |
| Admin fee / account holder | $1,607 | $5,956-73.0% | $13,210-87.8% | $5,651-71.6% |