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 | $259,325 | $125,758+106.2% | $169,993+52.6% | $75,163+245.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.82% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $15,062 | $4,615+226.4% | $6,785+122.0% | $2,670+464.2% |
| Participant deferral / active EE | $16,616 | $6,837+143.0% | $10,408+59.7% | $4,125+302.8% |
| Admin fee / account holder | $1,658 | $8,173-79.7% | $12,815-87.1% | $5,651-70.7% |