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 | $333,685 | $85,004+292.6% | $76,284+337.4% | $145,959+128.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 13.11%-2.8pp | 13.77%-3.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,870 | $5,265-7.5% | $4,585+6.2% | $4,661+4.5% |
| Participant deferral / active EE | $9,255 | $6,390+44.8% | $5,478+68.9% | $6,689+38.4% |
| Admin fee / account holder | $4,309 | $5,760-25.2% | $5,131-16.0% | $13,398-67.8% |