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 | $295,151 | $109,904+168.6% | $97,167+203.8% | $145,959+102.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.88% | 243.43%-231.5pp | 75.27%-63.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,309 | $3,084+7.3% | $2,729+21.3% | $4,661-29.0% |
| Participant deferral / active EE | $15,636 | $4,676+234.4% | $4,264+266.7% | $6,689+133.8% |
| Admin fee / account holder | $1,401 | $6,216-77.5% | $5,650-75.2% | $13,398-89.5% |