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 | $275,162 | $103,966+164.7% | $112,887+143.7% | $75,163+266.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 18.83% | 24.54%-5.7pp | 34.10%-15.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $18,867 | $3,870+387.5% | $4,563+313.4% | $2,670+606.7% |
| Participant deferral / active EE | $3,319 | $5,456-39.2% | $6,513-49.0% | $4,125-19.5% |
| Admin fee / account holder | $1,082 | $7,663-85.9% | $7,047-84.7% | $5,651-80.9% |