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 | $286,505 | $106,515+169.0% | $96,683+196.3% | $139,434+105.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.24% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,849 | $4,103+42.6% | $3,737+56.5% | $4,751+23.1% |
| Participant deferral / active EE | $16,591 | $5,454+204.2% | $4,878+240.1% | $6,710+147.3% |
| Admin fee / account holder | $9,722 | $7,877+23.4% | $6,730+44.5% | $11,403-14.7% |