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 | $347,208 | $157,256+120.8% | $141,162+146.0% | $152,861+127.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.81% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,343 | $5,261-74.5% | $4,735-71.6% | $4,762-71.8% |
| Participant deferral / active EE | $3,015 | $7,109-57.6% | $6,709-55.1% | $5,850-48.5% |
| Admin fee / account holder | $26,260 | $12,120+116.7% | $10,261+155.9% | $11,596+126.5% |