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 | $290,858 | $95,416+204.8% | $185,823+56.5% | $85,850+238.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.75% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $7,177 | $3,314+116.6% | $5,167+38.9% | $2,565+179.8% |
| Participant deferral / active EE | $14,218 | $3,423+315.3% | $5,568+155.4% | $3,952+259.8% |
| Admin fee / account holder | $6,246 | $7,213-13.4% | $16,237-61.5% | $6,260-0.2% |