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 | $416,696 | $123,793+236.6% | $177,821+134.3% | $79,858+421.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.01% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $11,797 | $4,095+188.1% | $5,918+99.3% | $2,471+377.4% |
| Participant deferral / active EE | $10,204 | $5,956+71.3% | $7,714+32.3% | $3,740+172.8% |
| Admin fee / account holder | $1,831 | $7,243-74.7% | $12,427-85.3% | $5,306-65.5% |