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 | $380,662 | $162,781+133.8% | $133,956+184.2% | $158,922+139.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.98% | 41.94%-28.0pp | 45.09%-31.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,153 | $4,975-16.5% | $3,919+6.0% | $4,761-12.8% |
| Participant deferral / active EE | $11,550 | $5,911+95.4% | $5,048+128.8% | $5,982+93.1% |
| Admin fee / account holder | $5,827 | $11,736-50.4% | $8,927-34.7% | $11,246-48.2% |