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 | $251,238 | $817,678-69.3% | $392,568-36.0% | $152,861+64.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 13.69% | 22.84%-9.1pp | 24.42%-10.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $9,825 | $5,502+78.6% | $3,783+159.7% | $4,762+106.3% |
| Participant deferral / active EE | $6,908 | $8,398-17.7% | $5,985+15.4% | $5,850+18.1% |
| Admin fee / account holder | $17,651 | $12,095+45.9% | $6,260+182.0% | $11,596+52.2% |