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 | $603,462 | $115,882+420.8% | $100,516+500.4% | $158,922+279.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.97% | 34.79%-25.8pp | 30.89%-21.9pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,026 | $4,103-75.0% | $3,418-70.0% | $4,761-78.5% |
| Participant deferral / active EE | $3,370 | $6,674-49.5% | $6,270-46.3% | $5,982-43.7% |
| Admin fee / account holder | $82,439 | $10,995+649.7% | $8,081+920.1% | $11,246+633.1% |