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 | $408,562 | $152,587+167.8% | $125,175+226.4% | $152,861+167.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.85% | 54.84%-31.0pp | 43.79%-19.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $7,759 | $4,946+56.9% | $3,865+100.7% | $4,762+62.9% |
| Participant deferral / active EE | $13,220 | $5,868+125.3% | $4,937+167.8% | $5,850+126.0% |
| Admin fee / account holder | $3,873 | $13,434-71.2% | $9,702-60.1% | $11,596-66.6% |