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 | $467,051 | $98,750+373.0% | $149,696+212.0% | $79,858+484.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.53% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,210 | $3,216+30.9% | $4,644-9.3% | $2,471+70.4% |
| Participant deferral / active EE | $7,451 | $5,680+31.2% | $6,842+8.9% | $3,740+99.2% |
| Admin fee / account holder | $2,026 | $6,053-66.5% | $9,309-78.2% | $5,306-61.8% |