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 | $378,301 | $106,515+255.2% | $96,683+291.3% | $139,434+171.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.05% | 38.43%-15.4pp | 35.69%-12.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $4,583 | $4,103+11.7% | $3,737+22.6% | $4,751-3.5% |
| Participant deferral / active EE | $5,000 | $5,454-8.3% | $4,878+2.5% | $6,710-25.5% |
| Admin fee / account holder | $769 | $7,877-90.2% | $6,730-88.6% | $11,403-93.3% |