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 | $332,190 | $124,425+167.0% | $112,040+196.5% | $137,256+142.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.39% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,944 | $3,411+44.9% | $2,954+67.4% | $4,156+19.0% |
| Participant deferral / active EE | $6,031 | $5,718+5.5% | $5,098+18.3% | $6,407-5.9% |
| Admin fee / account holder | $113,227 | $15,207+644.6% | $12,098+835.9% | $12,270+822.8% |