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 | $394,856 | $152,587+158.8% | $125,175+215.4% | $152,861+158.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.58% | 54.84%-26.3pp | 43.79%-15.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $4,246 | $4,946-14.2% | $3,865+9.8% | $4,762-10.8% |
| Participant deferral / active EE | $13,070 | $5,868+122.7% | $4,937+164.8% | $5,850+123.4% |
| Admin fee / account holder | $21,439 | $13,434+59.6% | $9,702+121.0% | $11,596+84.9% |