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 | $293,420 | $118,427+147.8% | $66,042+344.3% | $142,382+106.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 11.47% | 35.57%-24.1pp | 52.11%-40.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,546 | $2,570-0.9% | $1,579+61.2% | $4,299-40.8% |
| Participant deferral / active EE | $7,917 | $4,311+83.6% | $2,835+179.2% | $6,507+21.7% |
| Admin fee / account holder | $2,040 | $9,593-78.7% | $5,747-64.5% | $12,624-83.8% |