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 | $458,398 | $209,336+119.0% | $197,124+132.5% | $137,256+234.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.35% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,640 | $6,591-44.8% | $6,227-41.5% | $4,156-12.4% |
| Participant deferral / active EE | $7,977 | $9,614-17.0% | $9,135-12.7% | $6,407+24.5% |
| Admin fee / account holder | $5,739 | $17,308-66.8% | $16,298-64.8% | $12,270-53.2% |