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 | $336,781 | $114,381+194.4% | $107,525+213.2% | $142,382+136.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,958 | $4,015-51.2% | $3,754-47.8% | $4,299-54.5% |
| Participant deferral / active EE | $10,220 | $5,564+83.7% | $5,116+99.8% | $6,507+57.1% |
| Admin fee / account holder | $3,112 | $9,860-68.4% | $8,919-65.1% | $12,624-75.3% |