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 | $351,353 | $115,882+203.2% | $100,516+249.6% | $158,922+121.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.82% | 34.79%-21.0pp | 30.89%-17.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,154 | $4,103-71.9% | $3,418-66.2% | $4,761-75.8% |
| Participant deferral / active EE | $15,252 | $6,674+128.5% | $6,270+143.3% | $5,982+155.0% |
| Admin fee / account holder | $4,103 | $10,995-62.7% | $8,081-49.2% | $11,246-63.5% |