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 | $353,958 | $162,781+117.4% | $133,956+164.2% | $158,922+122.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.83% | 41.94%-23.1pp | 45.09%-26.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $10,772 | $4,975+116.5% | $3,919+174.9% | $4,761+126.2% |
| Participant deferral / active EE | $15,694 | $5,911+165.5% | $5,048+210.9% | $5,982+162.4% |
| Admin fee / account holder | $1,209 | $11,736-89.7% | $8,927-86.5% | $11,246-89.3% |