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 | $283,006 | $165,984+70.5% | $164,813+71.7% | $145,922+93.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.60% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,693 | $5,273-30.0% | $4,341-14.9% | $4,660-20.7% |
| Participant deferral / active EE | $15,416 | $6,959+121.5% | $6,031+155.6% | $6,688+130.5% |
| Admin fee / account holder | $1,985 | $16,648-88.1% | $12,690-84.4% | $13,397-85.2% |