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 | $250,597 | $111,754+124.2% | $103,333+142.5% | $145,922+71.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.57% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,224 | $4,212-47.2% | $3,868-42.5% | $4,660-52.3% |
| Participant deferral / active EE | $5,712 | $5,619+1.7% | $5,057+12.9% | $6,688-14.6% |
| Admin fee / account holder | $102,378 | $9,750+950.0% | $8,355+1125.4% | $13,397+664.2% |