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 | $261,714 | $117,841+122.1% | $102,423+155.5% | $145,922+79.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.77% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,901 | $3,615+35.6% | $3,023+62.1% | $4,660+5.2% |
| Participant deferral / active EE | $5,194 | $5,731-9.4% | $5,053+2.8% | $6,688-22.3% |
| Admin fee / account holder | $3,470 | $13,326-74.0% | $9,451-63.3% | $13,397-74.1% |