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 | $286,114 | $99,985+186.2% | $146,665+95.1% | $85,850+233.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.33% | 18.93%-1.6pp | 22.74%-5.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $5,034 | $2,559+96.7% | $4,136+21.7% | $2,565+96.2% |
| Participant deferral / active EE | $5,296 | $4,006+32.2% | $5,506-3.8% | $3,952+34.0% |
| Admin fee / account holder | $12,130 | $7,702+57.5% | $10,280+18.0% | $6,260+93.8% |