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 | $270,163 | $117,983+129.0% | $101,794+165.4% | $142,382+89.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.30% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,862 | $2,773+39.3% | $2,289+68.7% | $4,299-10.2% |
| Participant deferral / active EE | $8,050 | $4,714+70.8% | $4,084+97.1% | $6,507+23.7% |
| Admin fee / account holder | $1,216 | $10,433-88.3% | $8,777-86.1% | $12,624-90.4% |