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 | $271,059 | $111,754+142.6% | $103,333+162.3% | $145,922+85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.78% | 24.77%+4.0pp | 24.88%+3.9pp | 561.29%-532.5pp |
| Employer contribution / active EE | $3,010 | $4,212-28.5% | $3,868-22.2% | $4,660-35.4% |
| Participant deferral / active EE | $10,303 | $5,619+83.4% | $5,057+103.7% | $6,688+54.1% |
| Admin fee / account holder | $1,516 | $9,750-84.5% | $8,355-81.9% | $13,397-88.7% |