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 | $326,683 | $146,267+123.3% | $197,124+65.7% | $82,448+296.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.44% | 29.61%-14.2pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,153 | $4,723-12.1% | $6,227-33.3% | $2,551+62.8% |
| Participant deferral / active EE | $8,459 | $7,035+20.2% | $9,135-7.4% | $4,139+104.4% |
| Admin fee / account holder | $12,030 | $14,422-16.6% | $16,298-26.2% | $7,234+66.3% |