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 | $341,724 | $64,707+428.1% | $112,228+204.5% | $68,494+398.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 10.44% | -11.40%+21.8pp | 27.45%-17.0pp | -7.84%+18.3pp |
| Employer contribution / active EE | $4,000 | $2,746+45.7% | $3,635+10.1% | $2,596+54.1% |
| Participant deferral / active EE | $9,885 | $3,565+177.3% | $4,728+109.1% | $4,027+145.5% |
| Admin fee / account holder | $9,585 | $5,232+83.2% | $6,410+49.5% | $5,403+77.4% |