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 5-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 | $259,904 | $179,726+44.6% | $156,263+66.3% | $142,382+82.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.06% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,398 | $5,069-33.0% | $4,333-21.6% | $4,299-21.0% |
| Participant deferral / active EE | $3,007 | $6,956-56.8% | $6,158-51.2% | $6,507-53.8% |
| Admin fee / account holder | $2,905 | $17,272-83.2% | $14,255-79.6% | $12,624-77.0% |