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 | $377,294 | $96,965+289.1% | $97,995+285.0% | $147,584+155.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.95% | 24.11%-7.2pp | 23.94%-7.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,229 | $4,536-50.9% | $4,158-46.4% | $4,876-54.3% |
| Participant deferral / active EE | $8,938 | $5,081+75.9% | $5,097+75.4% | $5,439+64.3% |
| Admin fee / account holder | $4,579 | $8,120-43.6% | $5,943-23.0% | $10,885-57.9% |