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 | $336,521 | $176,812+90.3% | $146,665+129.4% | $167,490+100.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.24% | 24.03%-8.8pp | 22.74%-7.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $5,798 | $5,160+12.4% | $4,136+40.2% | $4,837+19.9% |
| Participant deferral / active EE | $16,822 | $6,440+161.2% | $5,506+205.5% | $6,341+165.3% |
| Admin fee / account holder | $10,408 | $13,259-21.5% | $10,280+1.3% | $12,309-15.4% |