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 | $359,293 | $162,781+120.7% | $133,956+168.2% | $158,922+126.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.33% | 41.94%-24.6pp | 45.09%-27.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,003 | $4,975-39.6% | $3,919-23.4% | $4,761-36.9% |
| Participant deferral / active EE | $12,455 | $5,911+110.7% | $5,048+146.7% | $5,982+108.2% |
| Admin fee / account holder | $1,884 | $11,736-83.9% | $8,927-78.9% | $11,246-83.2% |