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 | $338,607 | $127,386+165.8% | $115,037+194.3% | $125,391+170.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.12% | 31.28%-30.2pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $3,035 | $5,166-41.3% | $4,608-34.1% | $4,866-37.6% |
| Participant deferral / active EE | $8,292 | $6,423+29.1% | $6,026+37.6% | $5,352+54.9% |
| Admin fee / account holder | $64,889 | $9,516+581.9% | $8,175+693.7% | $9,540+580.1% |