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 | $283,218 | $127,065+122.9% | $113,168+150.3% | $142,382+98.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.81% | 24.03%+3.8pp | 24.27%+3.5pp | 217.08%-189.3pp |
| Employer contribution / active EE | $4,660 | $3,442+35.4% | $2,975+56.6% | $4,299+8.4% |
| Participant deferral / active EE | $12,317 | $5,716+115.5% | $5,107+141.2% | $6,507+89.3% |
| Admin fee / account holder | $1,877 | $15,736-88.1% | $12,068-84.4% | $12,624-85.1% |