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 | $303,656 | $142,405+113.2% | $115,157+163.7% | $152,861+98.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.55% | 41.48%-20.9pp | 35.60%-15.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $27,444 | $4,010+584.4% | $3,179+763.4% | $4,762+476.3% |
| Participant deferral / active EE | $3,701 | $5,164-28.3% | $4,168-11.2% | $5,850-36.7% |
| Admin fee / account holder | $7,437 | $8,462-12.1% | $7,088+4.9% | $11,596-35.9% |