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 | $653,145 | $162,781+301.2% | $133,956+387.6% | $158,922+311.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.15% | 41.94%-16.8pp | 45.09%-19.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,818 | $4,975-43.4% | $3,919-28.1% | $4,761-40.8% |
| Participant deferral / active EE | $12,085 | $5,911+104.5% | $5,048+139.4% | $5,982+102.0% |
| Admin fee / account holder | $1,583 | $11,736-86.5% | $8,927-82.3% | $11,246-85.9% |