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 | $311,349 | $154,228+101.9% | $145,433+114.1% | $137,256+126.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.97% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,946 | $4,804-17.9% | $4,554-13.4% | $4,156-5.1% |
| Participant deferral / active EE | $15,143 | $8,216+84.3% | $7,897+91.7% | $6,407+136.4% |
| Admin fee / account holder | $5,921 | $14,344-58.7% | $13,129-54.9% | $12,270-51.7% |