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 | $524,389 | $152,587+243.7% | $125,175+318.9% | $152,861+243.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.52% | 54.84%-29.3pp | 43.79%-18.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,780 | $4,946-43.8% | $3,865-28.1% | $4,762-41.6% |
| Participant deferral / active EE | $5,794 | $5,868-1.3% | $4,937+17.4% | $5,850-1.0% |
| Admin fee / account holder | $2,592 | $13,434-80.7% | $9,702-73.3% | $11,596-77.7% |