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 | $413,963 | $95,453+333.7% | $112,040+269.5% | $82,448+402.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.53% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $6,009 | $2,318+159.3% | $2,954+103.4% | $2,551+135.6% |
| Participant deferral / active EE | $10,477 | $4,224+148.1% | $5,098+105.5% | $4,139+153.1% |
| Admin fee / account holder | $7,981 | $9,013-11.5% | $12,098-34.0% | $7,234+10.3% |