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 | $401,624 | $197,591+103.3% | $177,821+125.9% | $158,922+152.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.41% | 58.76%-47.3pp | 48.32%-36.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,873 | $6,697-42.2% | $5,918-34.6% | $4,761-18.7% |
| Participant deferral / active EE | $9,013 | $8,405+7.2% | $7,714+16.8% | $5,982+50.7% |
| Admin fee / account holder | $18,987 | $15,399+23.3% | $12,427+52.8% | $11,246+68.8% |