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 | $254,569 | $95,453+166.7% | $112,040+127.2% | $82,448+208.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.97% | 23.92%-9.0pp | 24.52%-9.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,940 | $2,318-16.3% | $2,954-34.3% | $2,551-24.0% |
| Participant deferral / active EE | $8,491 | $4,224+101.0% | $5,098+66.6% | $4,139+105.1% |
| Admin fee / account holder | $5,232 | $9,013-42.0% | $12,098-56.8% | $7,234-27.7% |