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 | $385,713 | $185,822+107.6% | $169,993+126.9% | $139,434+176.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.16% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,488 | $7,590-54.0% | $6,785-48.6% | $4,751-26.6% |
| Participant deferral / active EE | $11,352 | $11,622-2.3% | $10,408+9.1% | $6,710+69.2% |
| Admin fee / account holder | $52,046 | $15,381+238.4% | $12,815+306.1% | $11,403+356.4% |