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 | $262,681 | $124,319+111.3% | $111,297+136.0% | $167,490+56.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.86% | 37.44%-25.6pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $5,480 | $3,435+59.5% | $2,731+100.7% | $4,837+13.3% |
| Participant deferral / active EE | $19,914 | $5,180+284.4% | $4,487+343.8% | $6,341+214.0% |
| Admin fee / account holder | $1,591 | $10,618-85.0% | $7,964-80.0% | $12,309-87.1% |