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 | $299,251 | $112,729+165.5% | $98,716+203.1% | $137,256+118.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.63% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,446 | $2,725-46.9% | $2,279-36.5% | $4,156-65.2% |
| Participant deferral / active EE | $3,035 | $4,640-34.6% | $4,048-25.0% | $6,407-52.6% |
| Admin fee / account holder | $4,222 | $10,129-58.3% | $8,703-51.5% | $12,270-65.6% |