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 | $366,137 | $106,515+243.7% | $96,683+278.7% | $139,434+162.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.83% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,004 | $4,103-2.4% | $3,737+7.1% | $4,751-15.7% |
| Participant deferral / active EE | $6,016 | $5,454+10.3% | $4,878+23.3% | $6,710-10.3% |
| Admin fee / account holder | $5,548 | $7,877-29.6% | $6,730-17.6% | $11,403-51.3% |