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 | $318,887 | $80,717+295.1% | $154,803+106.0% | $84,808+276.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.48% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,938 | $2,761-29.8% | $4,305-55.0% | $2,631-26.4% |
| Participant deferral / active EE | $4,767 | $3,303+44.3% | $5,540-14.0% | $4,212+13.2% |
| Admin fee / account holder | $2,475 | $6,746-63.3% | $14,329-82.7% | $7,344-66.3% |