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 | $292,173 | $108,919+168.2% | $100,391+191.0% | $145,922+100.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.50% | 57.88%-31.4pp | 49.20%-22.7pp | 561.29%-534.8pp |
| Employer contribution / active EE | $5,126 | $4,419+16.0% | $3,942+30.0% | $4,660+10.0% |
| Participant deferral / active EE | $6,460 | $8,445-23.5% | $8,082-20.1% | $6,688-3.4% |
| Admin fee / account holder | $8,601 | $9,689-11.2% | $7,899+8.9% | $13,397-35.8% |