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 | $352,890 | $162,781+116.8% | $133,956+163.4% | $158,922+122.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.68% | 41.94%-26.3pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,225 | $4,975-35.2% | $3,919-17.7% | $4,761-32.3% |
| Participant deferral / active EE | $8,563 | $5,911+44.9% | $5,048+69.6% | $5,982+43.1% |
| Admin fee / account holder | $50,425 | $11,736+329.6% | $8,927+464.8% | $11,246+348.4% |