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 | $351,875 | $214,378+64.1% | $200,582+75.4% | $142,382+147.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.04% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,647 | $6,841-17.5% | $6,419-12.0% | $4,299+31.4% |
| Participant deferral / active EE | $14,525 | $9,865+47.2% | $9,331+55.7% | $6,507+123.2% |
| Admin fee / account holder | $7,210 | $17,692-59.2% | $16,305-55.8% | $12,624-42.9% |