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 | $411,834 | $99,877+312.3% | $84,966+384.7% | $145,922+182.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 27.24% | 83.76%-56.5pp | 66.38%-39.1pp | 561.29%-534.0pp |
| Employer contribution / active EE | $3,385 | $3,231+4.8% | $2,727+24.1% | $4,660-27.4% |
| Participant deferral / active EE | $14,557 | $5,291+175.1% | $4,519+222.1% | $6,688+117.7% |
| Admin fee / account holder | $12,727 | $7,248+75.6% | $6,149+107.0% | $13,397-5.0% |