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 | $349,204 | $127,386+174.1% | $115,037+203.6% | $125,391+178.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 13.46% | 31.28%-17.8pp | 26.14%-12.7pp | 282.22%-268.8pp |
| Employer contribution / active EE | $4,687 | $5,166-9.3% | $4,608+1.7% | $4,866-3.7% |
| Participant deferral / active EE | $13,995 | $6,423+117.9% | $6,026+132.2% | $5,352+161.5% |
| Admin fee / account holder | $5,692 | $9,516-40.2% | $8,175-30.4% | $9,540-40.3% |