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 | $251,332 | $177,572+41.5% | $154,803+62.4% | $142,382+76.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,838 | $4,810+21.4% | $4,305+35.6% | $4,299+35.8% |
| Participant deferral / active EE | $5,117 | $6,272-18.4% | $5,540-7.6% | $6,507-21.4% |
| Admin fee / account holder | $4,659 | $16,786-72.2% | $14,329-67.5% | $12,624-63.1% |