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 | $422,918 | $162,781+159.8% | $133,956+215.7% | $158,922+166.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.39% | 41.94%-23.6pp | 45.09%-26.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $4,259 | $4,975-14.4% | $3,919+8.7% | $4,761-10.6% |
| Participant deferral / active EE | $8,469 | $5,911+43.3% | $5,048+67.8% | $5,982+41.6% |
| Admin fee / account holder | $2,495 | $11,736-78.7% | $8,927-72.0% | $11,246-77.8% |