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 | $270,293 | $152,587+77.1% | $125,175+115.9% | $152,861+76.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.26% | 54.84%-29.6pp | 43.79%-18.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $6,929 | $4,946+40.1% | $3,865+79.2% | $4,762+45.5% |
| Participant deferral / active EE | $12,611 | $5,868+114.9% | $4,937+155.4% | $5,850+115.6% |
| Admin fee / account holder | $3,460 | $13,434-74.2% | $9,702-64.3% | $11,596-70.2% |