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 | $384,922 | $154,228+149.6% | $145,433+164.7% | $137,256+180.4% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 13.36% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,089 | $4,804+26.8% | $4,554+33.7% | $4,156+46.5% |
| Participant deferral / active EE | $7,443 | $8,216-9.4% | $7,897-5.8% | $6,407+16.2% |
| Admin fee / account holder | $80,535 | $14,344+461.5% | $13,129+513.4% | $12,270+556.3% |