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 5-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 | $283,943 | $124,281+128.5% | $109,143+160.2% | $167,490+69.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.67% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,451 | $4,207-65.5% | $3,722-61.0% | $4,837-70.0% |
| Participant deferral / active EE | $8,155 | $5,255+55.2% | $4,653+75.3% | $6,341+28.6% |
| Admin fee / account holder | $2,879 | $7,970-63.9% | $6,752-57.4% | $12,309-76.6% |