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 | $274,936 | $94,338+191.4% | $100,534+173.5% | $142,382+93.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.97% | 29.20%-12.2pp | 32.66%-15.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $17,953 | $4,237+323.7% | $4,346+313.0% | $4,299+317.6% |
| Participant deferral / active EE | $8,591 | $5,934+44.8% | $6,144+39.8% | $6,507+32.0% |
| Admin fee / account holder | $1,209 | $8,421-85.6% | $7,654-84.2% | $12,624-90.4% |