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 | $364,802 | $228,332+59.8% | $185,823+96.3% | $158,922+129.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.69% | 40.80%-27.1pp | 35.95%-22.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,223 | $4,967-35.1% | $4,087-21.1% | $4,761-32.3% |
| Participant deferral / active EE | $6,974 | $6,415+8.7% | $5,632+23.8% | $5,982+16.6% |
| Admin fee / account holder | $8,279 | $11,864-30.2% | $9,500-12.9% | $11,246-26.4% |