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 | $320,651 | $154,117+108.1% | $129,995+146.7% | $139,434+130.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.63% | 32.48%-14.8pp | -137.18%+154.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,387 | $5,289-54.9% | $4,320-44.7% | $4,751-49.8% |
| Participant deferral / active EE | $7,029 | $6,710+4.8% | $5,820+20.8% | $6,710+4.7% |
| Admin fee / account holder | $13,263 | $14,007-5.3% | $10,614+25.0% | $11,403+16.3% |