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 | $272,416 | $115,882+135.1% | $100,516+171.0% | $158,922+71.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.08% | 34.79%-22.7pp | 30.89%-18.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $12,509 | $4,103+204.9% | $3,418+266.0% | $4,761+162.7% |
| Participant deferral / active EE | $5,298 | $6,674-20.6% | $6,270-15.5% | $5,982-11.4% |
| Admin fee / account holder | $7,152 | $10,995-35.0% | $8,081-11.5% | $11,246-36.4% |