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 | $434,528 | $154,228+181.7% | $145,433+198.8% | $137,256+216.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.04% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,105 | $4,804+6.3% | $4,554+12.1% | $4,156+22.8% |
| Participant deferral / active EE | $6,294 | $8,216-23.4% | $7,897-20.3% | $6,407-1.8% |
| Admin fee / account holder | $12,997 | $14,344-9.4% | $13,129-1.0% | $12,270+5.9% |