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 | $308,320 | $111,754+175.9% | $103,333+198.4% | $145,922+111.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.88% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $10,867 | $4,212+158.0% | $3,868+181.0% | $4,660+133.2% |
| Participant deferral / active EE | $9,407 | $5,619+67.4% | $5,057+86.0% | $6,688+40.7% |
| Admin fee / account holder | $8,562 | $9,750-12.2% | $8,355+2.5% | $13,397-36.1% |