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 | $257,997 | $72,492+255.9% | $87,100+196.2% | $72,985+253.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.25% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,892 | $1,894+105.5% | $2,521+54.4% | $2,440+59.5% |
| Participant deferral / active EE | $12,064 | $3,270+269.0% | $4,049+198.0% | $3,607+234.4% |
| Admin fee / account holder | $50,109 | $5,055+891.3% | $7,497+568.4% | $5,124+877.9% |