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 | $434,015 | $163,101+166.1% | $136,749+217.4% | $142,382+204.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.95% | 27.54%-10.6pp | 24.33%-7.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,196 | $4,117+74.8% | $3,400+111.7% | $4,299+67.4% |
| Participant deferral / active EE | $2,701 | $5,585-51.6% | $4,692-42.4% | $6,507-58.5% |
| Admin fee / account holder | $4,055 | $14,318-71.7% | $11,386-64.4% | $12,624-67.9% |