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 | $350,632 | $163,101+115.0% | $136,749+156.4% | $142,382+146.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 74.81% | 27.54%+47.3pp | 24.33%+50.5pp | 217.08%-142.3pp |
| Employer contribution / active EE | $6,038 | $4,117+46.7% | $3,400+77.6% | $4,299+40.4% |
| Participant deferral / active EE | $3,917 | $5,585-29.9% | $4,692-16.5% | $6,507-39.8% |
| Admin fee / account holder | $1,733 | $14,318-87.9% | $11,386-84.8% | $12,624-86.3% |