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 | $360,089 | $76,312+371.9% | $67,221+435.7% | $158,922+126.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.43% | 22.77%-9.3pp | 20.72%-7.3pp | 302.83%-289.4pp |
| Employer contribution / active EE | $7,062 | $4,476+57.8% | $3,723+89.7% | $4,761+48.3% |
| Participant deferral / active EE | $17,333 | $5,264+229.3% | $4,384+295.4% | $5,982+189.8% |
| Admin fee / account holder | $2,680 | $8,005-66.5% | $5,844-54.1% | $11,246-76.2% |