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 | $439,384 | $192,717+128.0% | $142,449+208.4% | $139,434+215.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.10% | 17.99%-1.9pp | 19.99%-3.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,350 | $5,806+9.4% | $4,847+31.0% | $4,751+33.7% |
| Participant deferral / active EE | $13,547 | $7,208+87.9% | $6,283+115.6% | $6,710+101.9% |
| Admin fee / account holder | $4,356 | $15,124-71.2% | $10,011-56.5% | $11,403-61.8% |