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 | $298,111 | $96,965+207.4% | $97,995+204.2% | $147,584+102.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.50% | 24.11%-11.6pp | 23.94%-11.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $19,529 | $4,536+330.5% | $4,158+369.6% | $4,876+300.5% |
| Participant deferral / active EE | $12,842 | $5,081+152.7% | $5,097+152.0% | $5,439+136.1% |
| Admin fee / account holder | $10,328 | $8,120+27.2% | $5,943+73.8% | $10,885-5.1% |