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 | $363,818 | $162,781+123.5% | $133,956+171.6% | $158,922+128.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.94% | 41.94%-26.0pp | 45.09%-29.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,799 | $4,975-63.8% | $3,919-54.1% | $4,761-62.2% |
| Participant deferral / active EE | $5,135 | $5,911-13.1% | $5,048+1.7% | $5,982-14.2% |
| Admin fee / account holder | $1,764 | $11,736-85.0% | $8,927-80.2% | $11,246-84.3% |