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 | $281,152 | $110,094+155.4% | $151,611+85.4% | $68,494+310.5% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | 33.71% | -10.12%+43.8pp | 3.33%+30.4pp | -7.84%+41.6pp |
| Employer contribution / active EE | $12,177 | $4,471+172.4% | $6,166+97.5% | $2,596+369.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $96,108 | $7,719+1145.2% | $11,616+727.4% | $5,403+1678.9% |