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 | $350,791 | $179,726+95.2% | $156,263+124.5% | $142,382+146.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.18% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,215 | $5,069-16.9% | $4,333-2.7% | $4,299-2.0% |
| Participant deferral / active EE | $22,513 | $6,956+223.6% | $6,158+265.6% | $6,507+246.0% |
| Admin fee / account holder | $9,718 | $17,272-43.7% | $14,255-31.8% | $12,624-23.0% |