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 | $366,547 | $127,386+187.7% | $115,037+218.6% | $125,391+192.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.10% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $6,547 | $5,166+26.7% | $4,608+42.1% | $4,866+34.5% |
| Participant deferral / active EE | $11,125 | $6,423+73.2% | $6,026+84.6% | $5,352+107.9% |
| Admin fee / account holder | $19,589 | $9,516+105.8% | $8,175+139.6% | $9,540+105.3% |