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 | $307,345 | $76,407+302.2% | $150,298+104.5% | $82,448+272.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.29% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $5,154 | $2,614+97.2% | $4,154+24.1% | $2,551+102.1% |
| Participant deferral / active EE | $4,883 | $3,214+51.9% | $5,453-10.4% | $4,139+18.0% |
| Admin fee / account holder | $2,965 | $6,352-53.3% | $14,116-79.0% | $7,234-59.0% |