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 | $271,765 | $118,849+128.7% | $96,562+181.4% | $167,490+62.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.82% | 50.49%-32.7pp | 37.78%-20.0pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,636 | $3,120-15.5% | $2,356+11.9% | $4,837-45.5% |
| Participant deferral / active EE | $6,818 | $4,616+47.7% | $3,849+77.1% | $6,341+7.5% |
| Admin fee / account holder | $6,464 | $8,065-19.9% | $6,181+4.6% | $12,309-47.5% |