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 | $257,587 | $101,883+152.8% | $453,369-43.2% | $85,850+200.0% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 21.02% | 25.38%-4.4pp | 64.40%-43.4pp | 318.53%-297.5pp |
| Employer contribution / active EE | $5,529 | $2,847+94.2% | $4,070+35.9% | $2,565+115.6% |
| Participant deferral / active EE | $7,292 | $4,782+52.5% | $6,209+17.4% | $3,952+84.5% |
| Admin fee / account holder | $1,561 | $5,706-72.6% | $11,209-86.1% | $6,260-75.1% |