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 | $349,860 | $117,983+196.5% | $101,794+243.7% | $142,382+145.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.18% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,800 | $2,773+145.3% | $2,289+197.1% | $4,299+58.2% |
| Participant deferral / active EE | $3,658 | $4,714-22.4% | $4,084-10.4% | $6,507-43.8% |
| Admin fee / account holder | $7,875 | $10,433-24.5% | $8,777-10.3% | $12,624-37.6% |