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 | $340,559 | $127,065+168.0% | $113,168+200.9% | $142,382+139.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.93% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,658 | $3,442-51.8% | $2,975-44.3% | $4,299-61.4% |
| Participant deferral / active EE | $4,601 | $5,716-19.5% | $5,107-9.9% | $6,507-29.3% |
| Admin fee / account holder | $27,123 | $15,736+72.4% | $12,068+124.8% | $12,624+114.9% |