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 | $281,514 | $101,069+178.5% | $81,478+245.5% | $147,584+90.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.63% | 32.40%-6.8pp | 38.78%-13.2pp | 578.55%-552.9pp |
| Employer contribution / active EE | $3,583 | $3,205+11.8% | $2,568+39.5% | $4,876-26.5% |
| Participant deferral / active EE | $7,661 | $4,242+80.6% | $3,537+116.6% | $5,439+40.9% |
| Admin fee / account holder | $1,434 | $5,812-75.3% | $4,561-68.6% | $10,885-86.8% |