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 | $420,767 | $162,781+158.5% | $133,956+214.1% | $158,922+164.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.69% | 41.94%-30.3pp | 45.09%-33.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $6,923 | $4,975+39.1% | $3,919+76.7% | $4,761+45.4% |
| Participant deferral / active EE | $5,215 | $5,911-11.8% | $5,048+3.3% | $5,982-12.8% |
| Admin fee / account holder | $3,718 | $11,736-68.3% | $8,927-58.4% | $11,246-66.9% |