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 | $337,590 | $127,065+165.7% | $113,168+198.3% | $142,382+137.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.69% | 24.03%-13.3pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,432 | $3,442-0.3% | $2,975+15.4% | $4,299-20.2% |
| Participant deferral / active EE | $10,370 | $5,716+81.4% | $5,107+103.1% | $6,507+59.4% |
| Admin fee / account holder | $51,217 | $15,736+225.5% | $12,068+324.4% | $12,624+305.7% |