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 | $314,091 | $127,065+147.2% | $113,168+177.5% | $142,382+120.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.88% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,756 | $3,442+125.3% | $2,975+160.7% | $4,299+80.4% |
| Participant deferral / active EE | $13,765 | $5,716+140.8% | $5,107+169.5% | $6,507+111.5% |
| Admin fee / account holder | $3,200 | $15,736-79.7% | $12,068-73.5% | $12,624-74.6% |