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 | $253,765 | $111,535+127.5% | $105,223+141.2% | $137,256+84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.66% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,356 | $3,939-14.8% | $3,689-9.0% | $4,156-19.3% |
| Participant deferral / active EE | $8,749 | $5,500+59.1% | $5,072+72.5% | $6,407+36.6% |
| Admin fee / account holder | $28,760 | $9,721+195.8% | $8,859+224.7% | $12,270+134.4% |