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 | $281,462 | $115,882+142.9% | $100,516+180.0% | $158,922+77.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.23% | 34.79%-23.6pp | 30.89%-19.7pp | 302.83%-291.6pp |
| Employer contribution / active EE | $16,011 | $4,103+290.2% | $3,418+368.5% | $4,761+236.3% |
| Participant deferral / active EE | $9,108 | $6,674+36.5% | $6,270+45.3% | $5,982+52.3% |
| Admin fee / account holder | $4,364 | $10,995-60.3% | $8,081-46.0% | $11,246-61.2% |