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 | $291,830 | $106,584+173.8% | $101,326+188.0% | $142,382+105.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.93% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,630 | $3,956+42.3% | $3,665+53.6% | $4,299+31.0% |
| Participant deferral / active EE | $17,717 | $8,297+113.5% | $7,994+121.6% | $6,507+172.3% |
| Admin fee / account holder | $330,114 | $11,446+2784.1% | $11,185+2851.4% | $12,624+2515.0% |