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 | $374,513 | $148,534+152.1% | $135,903+175.6% | $139,434+168.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.57% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,878 | $5,243-26.0% | $4,856-20.1% | $4,751-18.4% |
| Participant deferral / active EE | $10,241 | $8,100+26.4% | $7,758+32.0% | $6,710+52.6% |
| Admin fee / account holder | $10,776 | $12,400-13.1% | $10,762+0.1% | $11,403-5.5% |