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 | $396,186 | $179,726+120.4% | $156,263+153.5% | $142,382+178.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.50% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,277 | $5,069-15.6% | $4,333-1.3% | $4,299-0.5% |
| Participant deferral / active EE | $5,687 | $6,956-18.2% | $6,158-7.7% | $6,507-12.6% |
| Admin fee / account holder | $10,170 | $17,272-41.1% | $14,255-28.7% | $12,624-19.4% |