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 | $345,182 | $154,228+123.8% | $145,433+137.3% | $137,256+151.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.39% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,886 | $4,804+1.7% | $4,554+7.3% | $4,156+17.6% |
| Participant deferral / active EE | $4,118 | $8,216-49.9% | $7,897-47.9% | $6,407-35.7% |
| Admin fee / account holder | $96,767 | $14,344+574.6% | $13,129+637.0% | $12,270+688.6% |