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 | $280,061 | $172,478+62.4% | $145,661+92.3% | $142,382+96.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.58% | 151.09%-136.5pp | 101.46%-86.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,396 | $4,899-51.1% | $4,238-43.5% | $4,299-44.3% |
| Participant deferral / active EE | $4,257 | $8,348-49.0% | $7,198-40.9% | $6,507-34.6% |
| Admin fee / account holder | $9,236 | $16,864-45.2% | $12,466-25.9% | $12,624-26.8% |