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 | $298,272 | $127,065+134.7% | $113,168+163.6% | $142,382+109.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.45% | 24.03%+1.4pp | 24.27%+1.2pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,954 | $3,442-43.2% | $2,975-34.3% | $4,299-54.6% |
| Participant deferral / active EE | $7,814 | $5,716+36.7% | $5,107+53.0% | $6,507+20.1% |
| Admin fee / account holder | $33,485 | $15,736+112.8% | $12,068+177.5% | $12,624+165.3% |