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 | $260,771 | $149,734+74.2% | $118,925+119.3% | $158,922+64.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.57% | 19.95%-9.4pp | 35.88%-25.3pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,060 | $4,115-74.2% | $3,263-67.5% | $4,761-77.7% |
| Participant deferral / active EE | $11,805 | $5,223+126.0% | $4,265+176.8% | $5,982+97.3% |
| Admin fee / account holder | $2,329 | $8,603-72.9% | $6,581-64.6% | $11,246-79.3% |