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 | $331,705 | $162,781+103.8% | $133,956+147.6% | $158,922+108.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.12% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $6,716 | $4,975+35.0% | $3,919+71.4% | $4,761+41.1% |
| Participant deferral / active EE | $6,249 | $5,911+5.7% | $5,048+23.8% | $5,982+4.5% |
| Admin fee / account holder | $1,162 | $11,736-90.1% | $8,927-87.0% | $11,246-89.7% |