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 | $273,548 | $124,319+120.0% | $111,297+145.8% | $167,490+63.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.99% | 37.44%-24.4pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,686 | $3,435-50.9% | $2,731-38.3% | $4,837-65.1% |
| Participant deferral / active EE | $6,744 | $5,180+30.2% | $4,487+50.3% | $6,341+6.4% |
| Admin fee / account holder | $29,346 | $10,618+176.4% | $7,964+268.5% | $12,309+138.4% |