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 | $374,173 | $106,584+251.1% | $101,326+269.3% | $142,382+162.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.82% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $15,525 | $3,956+292.5% | $3,665+323.6% | $4,299+261.1% |
| Participant deferral / active EE | $6,418 | $8,297-22.6% | $7,994-19.7% | $6,507-1.4% |
| Admin fee / account holder | $1,489 | $11,446-87.0% | $11,185-86.7% | $12,624-88.2% |