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 | $250,257 | $94,752+164.1% | $112,887+121.7% | $139,434+79.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 28.55% | 40.88%-12.3pp | 34.10%-5.6pp | 372.94%-344.4pp |
| Employer contribution / active EE | $5,176 | $4,625+11.9% | $4,563+13.4% | $4,751+9.0% |
| Participant deferral / active EE | $11,137 | $6,512+71.0% | $6,513+71.0% | $6,710+66.0% |
| Admin fee / account holder | $31,075 | $8,527+264.4% | $7,047+341.0% | $11,403+172.5% |