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 | $297,539 | $100,970+194.7% | $96,576+208.1% | $137,256+116.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.55% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,918 | $3,809+29.1% | $3,553+38.4% | $4,156+18.3% |
| Participant deferral / active EE | $6,770 | $8,286-18.3% | $7,956-14.9% | $6,407+5.7% |
| Admin fee / account holder | $5,178 | $11,312-54.2% | $11,381-54.5% | $12,270-57.8% |