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 | $262,639 | $110,257+138.2% | $96,544+172.0% | $139,434+88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.59% | 26.32%-14.7pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,800 | $3,620+5.0% | $2,965+28.2% | $4,751-20.0% |
| Participant deferral / active EE | $6,303 | $5,548+13.6% | $4,851+29.9% | $6,710-6.1% |
| Admin fee / account holder | $85,093 | $11,591+634.1% | $8,252+931.1% | $11,403+646.3% |