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 | $261,824 | $114,237+129.2% | $119,258+119.5% | $167,490+56.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.41% | 29.87%-10.5pp | 30.69%-11.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $18,799 | $4,481+319.5% | $4,384+328.8% | $4,837+288.6% |
| Participant deferral / active EE | $8,853 | $6,084+45.5% | $6,111+44.9% | $6,341+39.6% |
| Admin fee / account holder | $2,905 | $8,932-67.5% | $7,226-59.8% | $12,309-76.4% |