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 | $341,351 | $142,405+139.7% | $115,157+196.4% | $152,861+123.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.89% | 41.48%-25.6pp | 35.60%-19.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | $966 | $4,010-75.9% | $3,179-69.6% | $4,762-79.7% |
| Participant deferral / active EE | $5,520 | $5,164+6.9% | $4,168+32.4% | $5,850-5.6% |
| Admin fee / account holder | $10,268 | $8,462+21.3% | $7,088+44.9% | $11,596-11.5% |