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 | $548,346 | $755,339-27.4% | $379,746+44.4% | $158,922+245.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 17.82% | 53.41%-35.6pp | 34.90%-17.1pp | 302.83%-285.0pp |
| Employer contribution / active EE | $7,988 | $4,685+70.5% | $3,540+125.7% | $4,761+67.8% |
| Participant deferral / active EE | $16,704 | $7,938+110.4% | $6,024+177.3% | $5,982+179.2% |
| Admin fee / account holder | $6,438 | $14,482-55.5% | $7,927-18.8% | $11,246-42.8% |