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 | $423,561 | $154,117+174.8% | $129,995+225.8% | $139,434+203.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $10,834 | $5,289+104.8% | $4,320+150.8% | $4,751+128.0% |
| Participant deferral / active EE | $4,477 | $6,710-33.3% | $5,820-23.1% | $6,710-33.3% |
| Admin fee / account holder | $8,765 | $14,007-37.4% | $10,614-17.4% | $11,403-23.1% |