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 | $347,448 | $99,341+249.8% | $84,750+310.0% | $273,961+26.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.58% | 22.93%-13.4pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,897 | $4,214-31.2% | $3,574-18.9% | $4,869-40.5% |
| Participant deferral / active EE | $13,151 | $4,269+208.0% | $3,712+254.3% | $5,287+148.7% |
| Admin fee / account holder | $521 | $6,644-92.2% | $5,332-90.2% | $10,132-94.9% |