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 | $387,041 | $91,190+324.4% | $178,490+116.8% | $79,858+384.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.92% | 24.19%-5.3pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,857 | $3,256-12.2% | $5,011-43.0% | $2,471+15.6% |
| Participant deferral / active EE | $2,290 | $3,236-29.3% | $5,202-56.0% | $3,740-38.8% |
| Admin fee / account holder | $11,235 | $6,751+66.4% | $13,984-19.7% | $5,306+111.7% |