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 | $346,682 | $118,450+192.7% | $98,439+252.2% | $139,434+148.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.64% | 18.94%-8.3pp | 21.16%-10.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $11,442 | $3,609+217.0% | $3,048+275.4% | $4,751+140.8% |
| Participant deferral / active EE | $5,311 | $5,392-1.5% | $4,738+12.1% | $6,710-20.9% |
| Admin fee / account holder | $15,137 | $14,026+7.9% | $8,948+69.2% | $11,403+32.8% |