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 | $425,817 | $115,882+267.5% | $100,516+323.6% | $158,922+167.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.08% | 34.79%-26.7pp | 30.89%-22.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $4,752 | $4,103+15.8% | $3,418+39.0% | $4,761-0.2% |
| Participant deferral / active EE | $12,419 | $6,674+86.1% | $6,270+98.1% | $5,982+107.6% |
| Admin fee / account holder | $6,485 | $10,995-41.0% | $8,081-19.7% | $11,246-42.3% |