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 | $275,014 | $106,515+158.2% | $96,683+184.4% | $139,434+97.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.54% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $10,299 | $4,103+151.0% | $3,737+175.6% | $4,751+116.8% |
| Participant deferral / active EE | $10,356 | $5,454+89.9% | $4,878+112.3% | $6,710+54.3% |
| Admin fee / account holder | $46,202 | $7,877+486.5% | $6,730+586.6% | $11,403+305.2% |