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 | $251,532 | $118,450+112.4% | $98,439+155.5% | $139,434+80.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.14% | 18.94%-1.8pp | 21.16%-4.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,451 | $3,609-4.4% | $3,048+13.2% | $4,751-27.4% |
| Participant deferral / active EE | $13,532 | $5,392+151.0% | $4,738+185.6% | $6,710+101.7% |
| Admin fee / account holder | $47,285 | $14,026+237.1% | $8,948+428.5% | $11,403+314.7% |