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 | $402,279 | $154,228+160.8% | $145,433+176.6% | $137,256+193.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.31% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,137 | $4,804+27.7% | $4,554+34.7% | $4,156+47.7% |
| Participant deferral / active EE | $8,922 | $8,216+8.6% | $7,897+13.0% | $6,407+39.3% |
| Admin fee / account holder | $2,532 | $14,344-82.4% | $13,129-80.7% | $12,270-79.4% |