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 | $308,652 | $117,841+161.9% | $102,423+201.3% | $145,922+111.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 31.65%-21.7pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,564 | $3,615+81.6% | $3,023+117.1% | $4,660+40.9% |
| Participant deferral / active EE | $9,384 | $5,731+63.7% | $5,053+85.7% | $6,688+40.3% |
| Admin fee / account holder | $2,621 | $13,326-80.3% | $9,451-72.3% | $13,397-80.4% |