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 | $330,893 | $111,754+196.1% | $103,333+220.2% | $145,922+126.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.87% | 24.77%-1.9pp | 24.88%-2.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $7,933 | $4,212+88.3% | $3,868+105.1% | $4,660+70.3% |
| Participant deferral / active EE | $7,643 | $5,619+36.0% | $5,057+51.1% | $6,688+14.3% |
| Admin fee / account holder | $3,279 | $9,750-66.4% | $8,355-60.7% | $13,397-75.5% |