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 | $381,783 | $239,571+59.4% | $183,328+108.3% | $137,256+178.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 17.85% | 35.69%-17.8pp | 29.67%-11.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,804 | $6,148-70.7% | $5,055-64.3% | $4,156-56.6% |
| Participant deferral / active EE | $11,363 | $7,995+42.1% | $6,795+67.2% | $6,407+77.4% |
| Admin fee / account holder | $7,958 | $30,059-73.5% | $21,427-62.9% | $12,270-35.1% |