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 | $259,864 | $106,515+144.0% | $96,683+168.8% | $139,434+86.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.79% | 38.43%-14.6pp | 35.69%-11.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $4,620 | $4,103+12.6% | $3,737+23.6% | $4,751-2.8% |
| Participant deferral / active EE | $26,250 | $5,454+381.3% | $4,878+438.1% | $6,710+291.2% |
| Admin fee / account holder | $2,920 | $7,877-62.9% | $6,730-56.6% | $11,403-74.4% |