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 | $272,583 | $106,515+155.9% | $96,683+181.9% | $139,434+95.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.93% | 38.43%-25.5pp | 35.69%-22.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $4,569 | $4,103+11.4% | $3,737+22.3% | $4,751-3.8% |
| Participant deferral / active EE | $2,175 | $5,454-60.1% | $4,878-55.4% | $6,710-67.6% |
| Admin fee / account holder | $3,893 | $7,877-50.6% | $6,730-42.2% | $11,403-65.9% |