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 | $305,539 | $125,758+143.0% | $169,993+79.7% | $75,163+306.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.40% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $4,618 | $4,615+0.1% | $6,785-31.9% | $2,670+73.0% |
| Participant deferral / active EE | $6,215 | $6,837-9.1% | $10,408-40.3% | $4,125+50.7% |
| Admin fee / account holder | $47,688 | $8,173+483.5% | $12,815+272.1% | $5,651+743.9% |