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 | $415,630 | $197,591+110.3% | $177,821+133.7% | $158,922+161.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.87% | 58.76%-32.9pp | 48.32%-22.5pp | 302.83%-277.0pp |
| Employer contribution / active EE | $3,054 | $6,697-54.4% | $5,918-48.4% | $4,761-35.9% |
| Participant deferral / active EE | $4,667 | $8,405-44.5% | $7,714-39.5% | $5,982-22.0% |
| Admin fee / account holder | $67,460 | $15,399+338.1% | $12,427+442.8% | $11,246+499.9% |