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 | $342,875 | $95,266+259.9% | $82,389+316.2% | $142,382+140.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.73% | 25.74%-11.0pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,065 | $2,991+2.5% | $2,517+21.8% | $4,299-28.7% |
| Participant deferral / active EE | $17,293 | $4,809+259.6% | $4,155+316.2% | $6,507+165.8% |
| Admin fee / account holder | $23,524 | $8,563+174.7% | $7,231+225.3% | $12,624+86.3% |