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 | $327,823 | $118,680+176.2% | $98,907+231.4% | $158,922+106.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.79% | 372.35%-352.6pp | 196.43%-176.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,793 | $3,333-46.2% | $2,689-33.3% | $4,761-62.3% |
| Participant deferral / active EE | $4,501 | $5,088-11.5% | $4,244+6.0% | $5,982-24.8% |
| Admin fee / account holder | $13,009 | $10,131+28.4% | $6,642+95.9% | $11,246+15.7% |