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 | $349,398 | $127,065+175.0% | $113,168+208.7% | $142,382+145.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.15% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,051 | $3,442+192.0% | $2,975+237.8% | $4,299+133.8% |
| Participant deferral / active EE | $5,061 | $5,716-11.5% | $5,107-0.9% | $6,507-22.2% |
| Admin fee / account holder | $11,590 | $15,736-26.3% | $12,068-4.0% | $12,624-8.2% |