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 | $358,574 | $176,812+102.8% | $146,665+144.5% | $167,490+114.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.14% | 24.03%-8.9pp | 22.74%-7.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $5,367 | $5,160+4.0% | $4,136+29.8% | $4,837+10.9% |
| Participant deferral / active EE | $4,751 | $6,440-26.2% | $5,506-13.7% | $6,341-25.1% |
| Admin fee / account holder | $4,841 | $13,259-63.5% | $10,280-52.9% | $12,309-60.7% |