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 | $355,364 | $197,591+79.8% | $177,821+99.8% | $158,922+123.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.42% | 58.76%-49.3pp | 48.32%-38.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $7,848 | $6,697+17.2% | $5,918+32.6% | $4,761+64.8% |
| Participant deferral / active EE | $3,879 | $8,405-53.8% | $7,714-49.7% | $5,982-35.2% |
| Admin fee / account holder | $6,157 | $15,399-60.0% | $12,427-50.5% | $11,246-45.2% |