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 | $332,362 | $162,781+104.2% | $133,956+148.1% | $158,922+109.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.72% | 41.94%-25.2pp | 45.09%-28.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $4,848 | $4,975-2.6% | $3,919+23.7% | $4,761+1.8% |
| Participant deferral / active EE | $7,193 | $5,911+21.7% | $5,048+42.5% | $5,982+20.2% |
| Admin fee / account holder | $20,744 | $11,736+76.7% | $8,927+132.4% | $11,246+84.5% |