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 | $344,950 | $154,117+123.8% | $129,995+165.4% | $139,434+147.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.80% | 32.48%-14.7pp | -137.18%+155.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,271 | $5,289-38.2% | $4,320-24.3% | $4,751-31.1% |
| Participant deferral / active EE | $13,518 | $6,710+101.5% | $5,820+132.3% | $6,710+101.5% |
| Admin fee / account holder | $2,680 | $14,007-80.9% | $10,614-74.8% | $11,403-76.5% |