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 | $313,623 | $118,450+164.8% | $98,439+218.6% | $139,434+124.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 18.94%-3.7pp | 21.16%-5.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,118 | $3,609-41.3% | $3,048-30.5% | $4,751-55.4% |
| Participant deferral / active EE | $7,250 | $5,392+34.5% | $4,738+53.0% | $6,710+8.0% |
| Admin fee / account holder | $4,413 | $14,026-68.5% | $8,948-50.7% | $11,403-61.3% |