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 | $278,568 | $148,534+87.5% | $135,903+105.0% | $139,434+99.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.24% | 79.19%-51.9pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $5,104 | $5,243-2.7% | $4,856+5.1% | $4,751+7.4% |
| Participant deferral / active EE | $8,630 | $8,100+6.5% | $7,758+11.2% | $6,710+28.6% |
| Admin fee / account holder | $3,354 | $12,400-72.9% | $10,762-68.8% | $11,403-70.6% |