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 | $275,343 | $228,332+20.6% | $185,823+48.2% | $158,922+73.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.71% | 40.80%-31.1pp | 35.95%-26.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $6,006 | $4,967+20.9% | $4,087+46.9% | $4,761+26.1% |
| Participant deferral / active EE | $13,400 | $6,415+108.9% | $5,632+137.9% | $5,982+124.0% |
| Admin fee / account holder | $45,735 | $11,864+285.5% | $9,500+381.4% | $11,246+306.7% |