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 | $353,777 | $162,781+117.3% | $133,956+164.1% | $158,922+122.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.16% | 41.94%-26.8pp | 45.09%-29.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $5,764 | $4,975+15.9% | $3,919+47.1% | $4,761+21.1% |
| Participant deferral / active EE | $6,508 | $5,911+10.1% | $5,048+28.9% | $5,982+8.8% |
| Admin fee / account holder | $12,062 | $11,736+2.8% | $8,927+35.1% | $11,246+7.3% |