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 | $282,849 | $135,952+108.0% | $123,892+128.3% | $273,961+3.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 22.43% | 56.63%-34.2pp | 47.52%-25.1pp | 41.45%-19.0pp |
| Employer contribution / active EE | $3,548 | $5,170-31.4% | $4,617-23.2% | $4,869-27.1% |
| Participant deferral / active EE | $6,120 | $6,343-3.5% | $5,984+2.3% | $5,287+15.8% |
| Admin fee / account holder | $2,422 | $9,817-75.3% | $8,357-71.0% | $10,132-76.1% |