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 | $299,912 | $107,452+179.1% | $91,541+227.6% | $142,382+110.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.81% | 22.06%-7.2pp | 20.50%-5.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,004 | $2,994+0.3% | $2,505+20.0% | $4,299-30.1% |
| Participant deferral / active EE | $4,292 | $4,754-9.7% | $4,008+7.1% | $6,507-34.0% |
| Admin fee / account holder | $3,226 | $8,834-63.5% | $6,956-53.6% | $12,624-74.4% |