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 | $413,502 | $163,101+153.5% | $136,749+202.4% | $142,382+190.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.65% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $8,087 | $4,117+96.4% | $3,400+137.9% | $4,299+88.1% |
| Participant deferral / active EE | $8,448 | $5,585+51.3% | $4,692+80.1% | $6,507+29.8% |
| Admin fee / account holder | $7,353 | $14,318-48.6% | $11,386-35.4% | $12,624-41.8% |