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 | $286,202 | $112,096+155.3% | $95,952+198.3% | $158,922+80.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.97% | 171.09%-159.1pp | 91.61%-79.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $6,250 | $3,198+95.4% | $2,541+146.0% | $4,761+31.3% |
| Participant deferral / active EE | $5,037 | $4,784+5.3% | $4,167+20.9% | $5,982-15.8% |
| Admin fee / account holder | $1,174 | $10,130-88.4% | $6,795-82.7% | $11,246-89.6% |