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 | $299,162 | $46,553+542.6% | $64,056+367.0% | $75,163+298.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.23% | 26.03%-6.8pp | 33.69%-14.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,706 | $1,974-13.6% | $2,747-37.9% | $2,670-36.1% |
| Participant deferral / active EE | $4,521 | $2,837+59.4% | $3,880+16.5% | $4,125+9.6% |
| Admin fee / account holder | $18,489 | $2,952+526.3% | $3,068+502.6% | $5,651+227.2% |