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 | $381,757 | $114,381+233.8% | $107,525+255.0% | $142,382+168.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.82% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,902 | $4,015-27.7% | $3,754-22.7% | $4,299-32.5% |
| Participant deferral / active EE | $16,492 | $5,564+196.4% | $5,116+222.4% | $6,507+153.4% |
| Admin fee / account holder | $8,379 | $9,860-15.0% | $8,919-6.1% | $12,624-33.6% |