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 | $374,824 | $162,781+130.3% | $133,956+179.8% | $158,922+135.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.75% | 41.94%-29.2pp | 45.09%-32.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $16,893 | $4,975+239.5% | $3,919+331.1% | $4,761+254.8% |
| Participant deferral / active EE | $3,876 | $5,911-34.4% | $5,048-23.2% | $5,982-35.2% |
| Admin fee / account holder | $546 | $11,736-95.3% | $8,927-93.9% | $11,246-95.1% |