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 | $288,453 | $127,065+127.0% | $113,168+154.9% | $142,382+102.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.56% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,198 | $3,442+22.0% | $2,975+41.1% | $4,299-2.4% |
| Participant deferral / active EE | $12,062 | $5,716+111.0% | $5,107+136.2% | $6,507+85.4% |
| Admin fee / account holder | $25,424 | $15,736+61.6% | $12,068+110.7% | $12,624+101.4% |