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 | $371,575 | $99,341+274.0% | $84,750+338.4% | $273,961+35.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 20.59% | 22.93%-2.3pp | 22.78%-2.2pp | 41.45%-20.9pp |
| Employer contribution / active EE | $3,279 | $4,214-22.2% | $3,574-8.3% | $4,869-32.6% |
| Participant deferral / active EE | $13,962 | $4,269+227.0% | $3,712+276.2% | $5,287+164.1% |
| Admin fee / account holder | $1,437 | $6,644-78.4% | $5,332-73.1% | $10,132-85.8% |