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 | $252,908 | $93,571+170.3% | $135,903+86.1% | $75,163+236.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.20% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,874 | $3,537-18.7% | $4,856-40.8% | $2,670+7.6% |
| Participant deferral / active EE | $10,768 | $6,404+68.1% | $7,758+38.8% | $4,125+161.0% |
| Admin fee / account holder | $14,346 | $6,975+105.7% | $10,762+33.3% | $5,651+153.9% |