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 | $396,455 | $154,228+157.1% | $145,433+172.6% | $137,256+188.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.23% | 74.59%-59.4pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $8,320 | $4,804+73.2% | $4,554+82.7% | $4,156+100.2% |
| Participant deferral / active EE | $6,638 | $8,216-19.2% | $7,897-16.0% | $6,407+3.6% |
| Admin fee / account holder | $6,881 | $14,344-52.0% | $13,129-47.6% | $12,270-43.9% |