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 | $268,297 | $165,984+61.6% | $164,813+62.8% | $145,922+83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.59% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,618 | $5,273-31.4% | $4,341-16.6% | $4,660-22.3% |
| Participant deferral / active EE | $7,102 | $6,959+2.1% | $6,031+17.8% | $6,688+6.2% |
| Admin fee / account holder | $7,108 | $16,648-57.3% | $12,690-44.0% | $13,397-46.9% |