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 | $271,220 | $148,978+82.1% | $200,582+35.2% | $84,808+219.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.53% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,205 | $4,815-12.7% | $6,419-34.5% | $2,631+59.8% |
| Participant deferral / active EE | $9,910 | $7,142+38.7% | $9,331+6.2% | $4,212+135.3% |
| Admin fee / account holder | $17,927 | $13,977+28.3% | $16,305+10.0% | $7,344+144.1% |