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 | $419,673 | $227,553+84.4% | $189,557+121.4% | $167,490+150.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.55% | 78.40%-61.8pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $7,048 | $5,316+32.6% | $4,412+59.7% | $4,837+45.7% |
| Participant deferral / active EE | $14,097 | $7,002+101.3% | $6,174+128.3% | $6,341+122.3% |
| Admin fee / account holder | $4,302 | $11,878-63.8% | $9,807-56.1% | $12,309-65.0% |