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 | $318,118 | $101,618+213.1% | $93,063+241.8% | $137,256+131.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.50% | 223.95%-213.4pp | 34.15%-23.7pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,366 | $2,707+98.2% | $2,476+116.7% | $4,156+29.1% |
| Participant deferral / active EE | $6,608 | $4,279+54.4% | $3,958+66.9% | $6,407+3.1% |
| Admin fee / account holder | $6,363 | $6,198+2.7% | $6,033+5.5% | $12,270-48.1% |