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 | $264,068 | $104,974+151.6% | $95,585+176.3% | $142,382+85.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.54% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,123 | $2,779+12.4% | $2,527+23.6% | $4,299-27.4% |
| Participant deferral / active EE | $9,909 | $4,352+127.7% | $4,023+146.3% | $6,507+52.3% |
| Admin fee / account holder | $4,480 | $6,386-29.9% | $6,127-26.9% | $12,624-64.5% |