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 | $499,294 | $197,591+152.7% | $177,821+180.8% | $158,922+214.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.22% | 58.76%-32.5pp | 48.32%-22.1pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,369 | $6,697-64.6% | $5,918-60.0% | $4,761-50.2% |
| Participant deferral / active EE | $3,202 | $8,405-61.9% | $7,714-58.5% | $5,982-46.5% |
| Admin fee / account holder | $8,793 | $15,399-42.9% | $12,427-29.2% | $11,246-21.8% |