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 | $506,755 | $111,535+354.3% | $105,223+381.6% | $137,256+269.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.91% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,168 | $3,939-45.0% | $3,689-41.2% | $4,156-47.8% |
| Participant deferral / active EE | $2,385 | $5,500-56.6% | $5,072-53.0% | $6,407-62.8% |
| Admin fee / account holder | $15,702 | $9,721+61.5% | $8,859+77.2% | $12,270+28.0% |