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 | $277,200 | $135,952+103.9% | $123,892+123.7% | $273,961+1.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.97% | 56.63%-43.7pp | 47.52%-34.5pp | 41.45%-28.5pp |
| Employer contribution / active EE | $1,620 | $5,170-68.7% | $4,617-64.9% | $4,869-66.7% |
| Participant deferral / active EE | $9,400 | $6,343+48.2% | $5,984+57.1% | $5,287+77.8% |
| Admin fee / account holder | $2,582 | $9,817-73.7% | $8,357-69.1% | $10,132-74.5% |