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 | $288,770 | $77,899+270.7% | $149,673+92.9% | $75,163+284.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.44% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,640 | $3,137-15.9% | $4,818-45.2% | $2,670-1.1% |
| Participant deferral / active EE | $5,074 | $3,411+48.7% | $5,680-10.7% | $4,125+23.0% |
| Admin fee / account holder | $2,784 | $5,956-53.3% | $13,210-78.9% | $5,651-50.7% |