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 | $277,995 | $127,065+118.8% | $113,168+145.6% | $142,382+95.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.38% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,449 | $3,442+58.3% | $2,975+83.1% | $4,299+26.7% |
| Participant deferral / active EE | $22,085 | $5,716+286.4% | $5,107+332.5% | $6,507+239.4% |
| Admin fee / account holder | $2,126 | $15,736-86.5% | $12,068-82.4% | $12,624-83.2% |