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 | $435,713 | $228,332+90.8% | $185,823+134.5% | $158,922+174.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.52% | 40.80%-31.3pp | 35.95%-26.4pp | 302.83%-293.3pp |
| Employer contribution / active EE | $4,315 | $4,967-13.1% | $4,087+5.6% | $4,761-9.4% |
| Participant deferral / active EE | $3,773 | $6,415-41.2% | $5,632-33.0% | $5,982-36.9% |
| Admin fee / account holder | $2,500 | $11,864-78.9% | $9,500-73.7% | $11,246-77.8% |