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 | $359,125 | $124,281+189.0% | $109,143+229.0% | $167,490+114.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.58% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,082 | $4,207-50.5% | $3,722-44.1% | $4,837-57.0% |
| Participant deferral / active EE | $6,020 | $5,255+14.5% | $4,653+29.4% | $6,341-5.1% |
| Admin fee / account holder | $7,811 | $7,970-2.0% | $6,752+15.7% | $12,309-36.5% |