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 | $319,328 | $99,341+221.4% | $84,750+276.8% | $273,961+16.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.47% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,667 | $4,214-60.4% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $9,522 | $4,269+123.0% | $3,712+156.5% | $5,287+80.1% |
| Admin fee / account holder | $3,641 | $6,644-45.2% | $5,332-31.7% | $10,132-64.1% |