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 | $282,148 | $135,952+107.5% | $123,892+127.7% | $273,961+3.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.63% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,034 | $5,170-41.3% | $4,617-34.3% | $4,869-37.7% |
| Participant deferral / active EE | $18,549 | $6,343+192.4% | $5,984+210.0% | $5,287+250.8% |
| Admin fee / account holder | $29,046 | $9,817+195.9% | $8,357+247.6% | $10,132+186.7% |