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 | $262,234 | $102,828+155.0% | $105,387+148.8% | $152,861+71.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.19% | 20.85%+3.3pp | 26.82%-2.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $5,596 | $4,473+25.1% | $4,213+32.8% | $4,762+17.5% |
| Participant deferral / active EE | $12,435 | $5,465+127.5% | $5,502+126.0% | $5,850+112.6% |
| Admin fee / account holder | $14,315 | $8,683+64.9% | $6,559+118.3% | $11,596+23.4% |