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 | $375,894 | $176,377+113.1% | $134,143+180.2% | $158,922+136.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.76% | 63.63%-49.9pp | 36.33%-22.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,635 | $5,040-47.7% | $3,704-28.8% | $4,761-44.7% |
| Participant deferral / active EE | $2,598 | $4,091-36.5% | $3,499-25.7% | $5,982-56.6% |
| Admin fee / account holder | $6,627 | $8,718-24.0% | $6,684-0.9% | $11,246-41.1% |