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 | $340,526 | $117,841+189.0% | $102,423+232.5% | $145,922+133.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.96% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $8,004 | $3,615+121.4% | $3,023+164.7% | $4,660+71.8% |
| Participant deferral / active EE | $5,017 | $5,731-12.5% | $5,053-0.7% | $6,688-25.0% |
| Admin fee / account holder | $4,244 | $13,326-68.2% | $9,451-55.1% | $13,397-68.3% |