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 | $298,942 | $102,317+192.2% | $146,958+103.4% | $80,856+269.7% |
| Participation rate | 75.7% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 13.71% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,617 | $3,713-56.5% | $4,933-67.2% | $2,755-41.3% |
| Participant deferral / active EE | $8,808 | $6,644+32.6% | $8,070+9.1% | $4,296+105.0% |
| Admin fee / account holder | $4,543 | $7,941-42.8% | $12,998-65.1% | $6,918-34.3% |