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 | $402,135 | $177,572+126.5% | $154,803+159.8% | $142,382+182.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.00% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,335 | $4,810-30.7% | $4,305-22.5% | $4,299-22.4% |
| Participant deferral / active EE | $4,871 | $6,272-22.3% | $5,540-12.1% | $6,507-25.1% |
| Admin fee / account holder | $6,415 | $16,786-61.8% | $14,329-55.2% | $12,624-49.2% |