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 | $272,422 | $118,919+129.1% | $88,538+207.7% | $152,861+78.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 11.45% | 47.92%-36.5pp | 43.64%-32.2pp | 345.32%-333.9pp |
| Employer contribution / active EE | $1,962 | $2,669-26.5% | $2,098-6.5% | $4,762-58.8% |
| Participant deferral / active EE | $3,745 | $3,549+5.5% | $2,914+28.5% | $5,850-36.0% |
| Admin fee / account holder | $9,080 | $5,876+54.5% | $4,310+110.7% | $11,596-21.7% |