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 | $273,569 | $163,101+67.7% | $136,749+100.1% | $142,382+92.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.53% | 27.54%-13.0pp | 24.33%-9.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,798 | $4,117+65.1% | $3,400+100.0% | $4,299+58.1% |
| Participant deferral / active EE | $8,559 | $5,585+53.3% | $4,692+82.4% | $6,507+31.5% |
| Admin fee / account holder | $85,743 | $14,318+498.8% | $11,386+653.0% | $12,624+579.2% |