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 | $356,586 | $99,341+259.0% | $84,750+320.7% | $273,961+30.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.37% | 22.93%-10.6pp | 22.78%-10.4pp | 41.45%-29.1pp |
| Employer contribution / active EE | $35,000 | $4,214+730.6% | $3,574+879.2% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $4,269+462.2% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $2,790 | $6,644-58.0% | $5,332-47.7% | $10,132-72.5% |