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 | $313,745 | $124,281+152.4% | $109,143+187.5% | $167,490+87.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.38% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,505 | $4,207-40.5% | $3,722-32.7% | $4,837-48.2% |
| Participant deferral / active EE | $7,436 | $5,255+41.5% | $4,653+59.8% | $6,341+17.3% |
| Admin fee / account holder | $12,411 | $7,970+55.7% | $6,752+83.8% | $12,309+0.8% |