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 | $305,388 | $127,386+139.7% | $115,037+165.5% | $125,391+143.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.62% | 31.28%-30.7pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $4,096 | $5,166-20.7% | $4,608-11.1% | $4,866-15.8% |
| Participant deferral / active EE | $10,577 | $6,423+64.7% | $6,026+75.5% | $5,352+97.6% |
| Admin fee / account holder | $16,293 | $9,516+71.2% | $8,175+99.3% | $9,540+70.8% |