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 | $251,233 | $106,515+135.9% | $96,683+159.9% | $139,434+80.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.20% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,252 | $4,103+28.0% | $3,737+40.6% | $4,751+10.6% |
| Participant deferral / active EE | $2,825 | $5,454-48.2% | $4,878-42.1% | $6,710-57.9% |
| Admin fee / account holder | $1,383 | $7,877-82.4% | $6,730-79.4% | $11,403-87.9% |