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 | $342,117 | $124,281+175.3% | $109,143+213.5% | $167,490+104.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.96% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,869 | $4,207+39.5% | $3,722+57.7% | $4,837+21.3% |
| Participant deferral / active EE | $13,396 | $5,255+154.9% | $4,653+187.9% | $6,341+111.2% |
| Admin fee / account holder | $4,681 | $7,970-41.3% | $6,752-30.7% | $12,309-62.0% |