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 5-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 | $275,763 | $106,584+158.7% | $101,326+172.2% | $142,382+93.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.29% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,133 | $3,956+55.0% | $3,665+67.3% | $4,299+42.7% |
| Participant deferral / active EE | $16,200 | $8,297+95.2% | $7,994+102.7% | $6,507+149.0% |
| Admin fee / account holder | $2,281 | $11,446-80.1% | $11,185-79.6% | $12,624-81.9% |