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 | $377,537 | $176,812+113.5% | $146,665+157.4% | $167,490+125.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.24% | 24.03%-10.8pp | 22.74%-9.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $15,356 | $5,160+197.6% | $4,136+271.2% | $4,837+217.4% |
| Participant deferral / active EE | $11,860 | $6,440+84.2% | $5,506+115.4% | $6,341+87.0% |
| Admin fee / account holder | $17,647 | $13,259+33.1% | $10,280+71.7% | $12,309+43.4% |