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 | $288,477 | $162,781+77.2% | $133,956+115.4% | $158,922+81.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 30.27% | 41.94%-11.7pp | 45.09%-14.8pp | 302.83%-272.6pp |
| Employer contribution / active EE | $18,125 | $4,975+264.3% | $3,919+362.5% | $4,761+280.7% |
| Participant deferral / active EE | $16,250 | $5,911+174.9% | $5,048+221.9% | $5,982+171.6% |
| Admin fee / account holder | $12,758 | $11,736+8.7% | $8,927+42.9% | $11,246+13.4% |