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 | $289,720 | $86,891+233.4% | $142,449+103.4% | $75,163+285.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 15.51% | 23.31%-7.8pp | 19.99%-4.5pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,532 | $3,355+5.3% | $4,847-27.1% | $2,670+32.3% |
| Participant deferral / active EE | $7,511 | $4,938+52.1% | $6,283+19.5% | $4,125+82.1% |
| Admin fee / account holder | $12,239 | $7,299+67.7% | $10,011+22.3% | $5,651+116.6% |