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 | $363,122 | $111,754+224.9% | $103,333+251.4% | $145,922+148.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.94% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $17,279 | $4,212+310.2% | $3,868+346.7% | $4,660+270.8% |
| Participant deferral / active EE | $8,571 | $5,619+52.6% | $5,057+69.5% | $6,688+28.2% |
| Admin fee / account holder | $106,822 | $9,750+995.6% | $8,355+1178.6% | $13,397+697.4% |