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 | $492,894 | $154,228+219.6% | $145,433+238.9% | $137,256+259.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.29% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,628 | $4,804-45.3% | $4,554-42.3% | $4,156-36.8% |
| Participant deferral / active EE | $8,031 | $8,216-2.3% | $7,897+1.7% | $6,407+25.3% |
| Admin fee / account holder | $9,363 | $14,344-34.7% | $13,129-28.7% | $12,270-23.7% |