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 | $423,784 | $99,877+324.3% | $84,966+398.8% | $145,922+190.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 83.76%-69.0pp | 66.38%-51.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,402 | $3,231+5.3% | $2,727+24.8% | $4,660-27.0% |
| Participant deferral / active EE | $8,804 | $5,291+66.4% | $4,519+94.8% | $6,688+31.6% |
| Admin fee / account holder | $5,808 | $7,248-19.9% | $6,149-5.5% | $13,397-56.6% |