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 | $258,110 | $112,881+128.7% | $90,951+183.8% | $158,922+62.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.31% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,816 | $2,893-37.2% | $2,122-14.4% | $4,761-61.9% |
| Participant deferral / active EE | $5,533 | $4,128+34.0% | $3,373+64.0% | $5,982-7.5% |
| Admin fee / account holder | $8,493 | $8,041+5.6% | $5,959+42.5% | $11,246-24.5% |