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 | $343,812 | $154,117+123.1% | $129,995+164.5% | $139,434+146.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 10.13% | 32.48%-22.3pp | -137.18%+147.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $15,401 | $5,289+191.2% | $4,320+256.5% | $4,751+224.2% |
| Participant deferral / active EE | $10,000 | $6,710+49.0% | $5,820+71.8% | $6,710+49.0% |
| Admin fee / account holder | $1,513 | $14,007-89.2% | $10,614-85.7% | $11,403-86.7% |