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 | $443,504 | $127,777+247.1% | $106,548+316.2% | $167,490+164.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.20% | 33.87%-21.7pp | 26.80%-14.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,822 | $3,427-46.8% | $2,819-35.4% | $4,837-62.3% |
| Participant deferral / active EE | $8,413 | $5,087+65.4% | $4,398+91.3% | $6,341+32.7% |
| Admin fee / account holder | $8,396 | $11,228-25.2% | $7,407+13.4% | $12,309-31.8% |