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 | $406,158 | $135,952+198.8% | $123,892+227.8% | $273,961+48.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.74% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,273 | $5,170-36.7% | $4,617-29.1% | $4,869-32.8% |
| Participant deferral / active EE | $7,670 | $6,343+20.9% | $5,984+28.2% | $5,287+45.1% |
| Admin fee / account holder | $11,640 | $9,817+18.6% | $8,357+39.3% | $10,132+14.9% |