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 | $386,179 | $127,065+203.9% | $113,168+241.2% | $142,382+171.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.95% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,540 | $3,442+2.8% | $2,975+19.0% | $4,299-17.7% |
| Participant deferral / active EE | $5,808 | $5,716+1.6% | $5,107+13.7% | $6,507-10.7% |
| Admin fee / account holder | $46,343 | $15,736+194.5% | $12,068+284.0% | $12,624+267.1% |