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 | $454,412 | $197,591+130.0% | $177,821+155.5% | $158,922+185.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.83% | 58.76%-32.9pp | 48.32%-22.5pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,903 | $6,697-56.7% | $5,918-51.0% | $4,761-39.0% |
| Participant deferral / active EE | $11,176 | $8,405+33.0% | $7,714+44.9% | $5,982+86.8% |
| Admin fee / account holder | $55,437 | $15,399+260.0% | $12,427+346.1% | $11,246+393.0% |