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 | $346,929 | $48,230+619.3% | $67,502+414.0% | $80,856+329.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.48% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,844 | $2,020-8.7% | $2,731-32.5% | $2,755-33.0% |
| Participant deferral / active EE | $5,596 | $2,924+91.4% | $4,000+39.9% | $4,296+30.3% |
| Admin fee / account holder | $13,052 | $3,681+254.6% | $3,998+226.5% | $6,918+88.7% |