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 | $346,665 | $115,770+199.4% | $101,248+242.4% | $158,922+118.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.78% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,990 | $4,175-4.4% | $3,660+9.0% | $4,761-16.2% |
| Participant deferral / active EE | $6,859 | $4,957+38.4% | $4,370+56.9% | $5,982+14.7% |
| Admin fee / account holder | $21,724 | $7,245+199.9% | $5,945+265.4% | $11,246+93.2% |