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 | $311,186 | $157,256+97.9% | $141,162+120.4% | $152,861+103.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.67% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,313 | $5,261-37.0% | $4,735-30.0% | $4,762-30.4% |
| Participant deferral / active EE | $4,624 | $7,109-35.0% | $6,709-31.1% | $5,850-21.0% |
| Admin fee / account holder | $8,863 | $12,120-26.9% | $10,261-13.6% | $11,596-23.6% |