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 | $346,927 | $148,534+133.6% | $135,903+155.3% | $139,434+148.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.28% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,097 | $5,243-40.9% | $4,856-36.2% | $4,751-34.8% |
| Participant deferral / active EE | $6,755 | $8,100-16.6% | $7,758-12.9% | $6,710+0.7% |
| Admin fee / account holder | $5,975 | $12,400-51.8% | $10,762-44.5% | $11,403-47.6% |