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 | $267,172 | $197,591+35.2% | $177,821+50.2% | $158,922+68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.13% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,980 | $6,697-55.5% | $5,918-49.7% | $4,761-37.4% |
| Participant deferral / active EE | $4,623 | $8,405-45.0% | $7,714-40.1% | $5,982-22.7% |
| Admin fee / account holder | $1,994 | $15,399-87.1% | $12,427-84.0% | $11,246-82.3% |