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 | $302,637 | $179,726+68.4% | $156,263+93.7% | $142,382+112.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.43% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,441 | $5,069-32.1% | $4,333-20.6% | $4,299-20.0% |
| Participant deferral / active EE | $14,189 | $6,956+104.0% | $6,158+130.4% | $6,507+118.0% |
| Admin fee / account holder | $3,771 | $17,272-78.2% | $14,255-73.5% | $12,624-70.1% |