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 | $327,215 | $154,117+112.3% | $129,995+151.7% | $139,434+134.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.71% | 32.48%-12.8pp | -137.18%+156.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,632 | $5,289-50.2% | $4,320-39.1% | $4,751-44.6% |
| Participant deferral / active EE | $8,778 | $6,710+30.8% | $5,820+50.8% | $6,710+30.8% |
| Admin fee / account holder | $5,656 | $14,007-59.6% | $10,614-46.7% | $11,403-50.4% |