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 | $270,729 | $114,381+136.7% | $107,525+151.8% | $142,382+90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.48% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,822 | $4,015-4.8% | $3,754+1.8% | $4,299-11.1% |
| Participant deferral / active EE | $4,661 | $5,564-16.2% | $5,116-8.9% | $6,507-28.4% |
| Admin fee / account holder | $9,958 | $9,860+1.0% | $8,919+11.6% | $12,624-21.1% |