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 | $257,983 | $114,237+125.8% | $119,258+116.3% | $167,490+54.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 11.63% | 29.87%-18.2pp | 30.69%-19.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,205 | $4,481-28.5% | $4,384-26.9% | $4,837-33.7% |
| Participant deferral / active EE | $8,921 | $6,084+46.6% | $6,111+46.0% | $6,341+40.7% |
| Admin fee / account holder | $1,894 | $8,932-78.8% | $7,226-73.8% | $12,309-84.6% |