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 | $397,387 | $111,754+255.6% | $103,333+284.6% | $145,922+172.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 56.84% | 24.77%+32.1pp | 24.88%+32.0pp | 561.29%-504.4pp |
| Employer contribution / active EE | $4,715 | $4,212+11.9% | $3,868+21.9% | $4,660+1.2% |
| Participant deferral / active EE | $6,666 | $5,619+18.6% | $5,057+31.8% | $6,688-0.3% |
| Admin fee / account holder | $4,200 | $9,750-56.9% | $8,355-49.7% | $13,397-68.6% |