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 | $288,604 | $127,777+125.9% | $106,548+170.9% | $167,490+72.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 28.23% | 33.87%-5.6pp | 26.80%+1.4pp | 478.56%-450.3pp |
| Employer contribution / active EE | $1,051 | $3,427-69.3% | $2,819-62.7% | $4,837-78.3% |
| Participant deferral / active EE | $14,300 | $5,087+181.1% | $4,398+225.1% | $6,341+125.5% |
| Admin fee / account holder | $3,047 | $11,228-72.9% | $7,407-58.9% | $12,309-75.2% |