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 | $349,723 | $162,781+114.8% | $133,956+161.1% | $158,922+120.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.21% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,288 | $4,975+6.3% | $3,919+34.9% | $4,761+11.1% |
| Participant deferral / active EE | $11,853 | $5,911+100.5% | $5,048+134.8% | $5,982+98.1% |
| Admin fee / account holder | $2,513 | $11,736-78.6% | $8,927-71.9% | $11,246-77.7% |