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 | $271,153 | $106,515+154.6% | $96,683+180.5% | $139,434+94.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.28% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $10,662 | $4,103+159.9% | $3,737+185.3% | $4,751+124.4% |
| Participant deferral / active EE | $8,862 | $5,454+62.5% | $4,878+81.7% | $6,710+32.1% |
| Admin fee / account holder | $2,493 | $7,877-68.4% | $6,730-63.0% | $11,403-78.1% |