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 | $279,195 | $108,919+156.3% | $100,391+178.1% | $145,922+91.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.86% | 57.88%-44.0pp | 49.20%-35.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $6,739 | $4,419+52.5% | $3,942+71.0% | $4,660+44.6% |
| Participant deferral / active EE | $7,396 | $8,445-12.4% | $8,082-8.5% | $6,688+10.6% |
| Admin fee / account holder | $10,404 | $9,689+7.4% | $7,899+31.7% | $13,397-22.3% |