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 | $281,351 | $197,591+42.4% | $177,821+58.2% | $158,922+77.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.99% | 58.76%-38.8pp | 48.32%-28.3pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,007 | $6,697-70.0% | $5,918-66.1% | $4,761-57.8% |
| Participant deferral / active EE | $5,629 | $8,405-33.0% | $7,714-27.0% | $5,982-5.9% |
| Admin fee / account holder | $4,768 | $15,399-69.0% | $12,427-61.6% | $11,246-57.6% |