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 | $344,010 | $98,240+250.2% | $82,313+317.9% | $147,584+133.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.67% | 30.85%-17.2pp | 25.88%-12.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,009 | $3,192+25.6% | $2,428+65.1% | $4,876-17.8% |
| Participant deferral / active EE | $8,747 | $4,383+99.6% | $3,706+136.0% | $5,439+60.8% |
| Admin fee / account holder | $3,910 | $8,563-54.3% | $5,608-30.3% | $10,885-64.1% |