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 | $284,497 | $228,332+24.6% | $185,823+53.1% | $158,922+79.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.77% | 40.80%-34.0pp | 35.95%-29.2pp | 302.83%-296.1pp |
| Employer contribution / active EE | $13,731 | $4,967+176.5% | $4,087+235.9% | $4,761+188.4% |
| Participant deferral / active EE | $6,600 | $6,415+2.9% | $5,632+17.2% | $5,982+10.3% |
| Admin fee / account holder | $1,876 | $11,864-84.2% | $9,500-80.3% | $11,246-83.3% |