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 | $271,072 | $148,534+82.5% | $135,903+99.5% | $139,434+94.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.63% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $4,727 | $5,243-9.8% | $4,856-2.7% | $4,751-0.5% |
| Participant deferral / active EE | $18,224 | $8,100+125.0% | $7,758+134.9% | $6,710+171.6% |
| Admin fee / account holder | $4,844 | $12,400-60.9% | $10,762-55.0% | $11,403-57.5% |