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 | $304,545 | $95,416+219.2% | $185,823+63.9% | $85,850+254.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.87% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,125 | $3,314-5.7% | $5,167-39.5% | $2,565+21.8% |
| Participant deferral / active EE | $3,870 | $3,423+13.1% | $5,568-30.5% | $3,952-2.1% |
| Admin fee / account holder | $14,412 | $7,213+99.8% | $16,237-11.2% | $6,260+130.2% |