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 | $278,062 | $197,591+40.7% | $177,821+56.4% | $158,922+75.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.11% | 58.76%-37.6pp | 48.32%-27.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,500 | $6,697-77.6% | $5,918-74.7% | $4,761-68.5% |
| Participant deferral / active EE | $18,000 | $8,405+114.2% | $7,714+133.3% | $5,982+200.9% |
| Admin fee / account holder | $1,476 | $15,399-90.4% | $12,427-88.1% | $11,246-86.9% |