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 | $251,786 | $72,492+247.3% | $87,100+189.1% | $72,985+245.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.56% | 24.46%-5.9pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $10,887 | $1,894+474.8% | $2,521+331.8% | $2,440+346.2% |
| Participant deferral / active EE | $3,303 | $3,270+1.0% | $4,049-18.4% | $3,607-8.4% |
| Admin fee / account holder | $4,521 | $5,055-10.6% | $7,497-39.7% | $5,124-11.8% |