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 | $264,607 | $113,935+132.2% | $94,224+180.8% | $125,391+111.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.58% | 5.29%-3.7pp | 10.68%-9.1pp | 282.22%-280.6pp |
| Employer contribution / active EE | $6,868 | $4,727+45.3% | $3,587+91.5% | $4,866+41.2% |
| Participant deferral / active EE | $8,142 | $5,179+57.2% | $4,320+88.5% | $5,352+52.1% |
| Admin fee / account holder | $4,872 | $8,391-41.9% | $6,269-22.3% | $9,540-48.9% |