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 | $256,167 | $96,484+165.5% | $75,886+237.6% | $152,861+67.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.15% | 33.98%-20.8pp | 30.76%-17.6pp | 345.32%-332.2pp |
| Employer contribution / active EE | $3,310 | $3,3090% | $2,500+32.4% | $4,762-30.5% |
| Participant deferral / active EE | $11,373 | $4,553+149.8% | $3,603+215.7% | $5,850+94.4% |
| Admin fee / account holder | $1,823 | $8,078-77.4% | $5,418-66.4% | $11,596-84.3% |