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 | $261,624 | $107,334+143.7% | $92,893+181.6% | $152,861+71.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.83% | 145.58%-119.7pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,733 | $4,221-11.6% | $3,653+2.2% | $4,762-21.6% |
| Participant deferral / active EE | $3,769 | $4,845-22.2% | $4,236-11.0% | $5,850-35.6% |
| Admin fee / account holder | $4,617 | $7,079-34.8% | $5,794-20.3% | $11,596-60.2% |