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 | $282,618 | $105,931+166.8% | $81,930+245.0% | $158,922+77.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.64% | 38.17%-24.5pp | 29.49%-15.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,252 | $7,800-45.5% | $4,310-1.4% | $4,761-10.7% |
| Participant deferral / active EE | $6,729 | $13,003-48.3% | $7,107-5.3% | $5,982+12.5% |
| Admin fee / account holder | $401 | $8,489-95.3% | $5,158-92.2% | $11,246-96.4% |