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 | $273,380 | $102,828+165.9% | $105,387+159.4% | $152,861+78.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.15% | 20.85%+3.3pp | 26.82%-2.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,906 | $4,473-12.7% | $4,213-7.3% | $4,762-18.0% |
| Participant deferral / active EE | $9,430 | $5,465+72.6% | $5,502+71.4% | $5,850+61.2% |
| Admin fee / account holder | $2,481 | $8,683-71.4% | $6,559-62.2% | $11,596-78.6% |