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 | $279,427 | $127,065+119.9% | $113,168+146.9% | $142,382+96.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.27% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,049 | $3,442-11.4% | $2,975+2.5% | $4,299-29.1% |
| Participant deferral / active EE | $11,370 | $5,716+98.9% | $5,107+122.6% | $6,507+74.7% |
| Admin fee / account holder | $2,541 | $15,736-83.9% | $12,068-78.9% | $12,624-79.9% |