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 | $306,734 | $115,708+165.1% | $65,255+370.1% | $139,434+120.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 14.73% | 31.19%-16.5pp | 47.35%-32.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,288 | $2,599-12.0% | $1,691+35.3% | $4,751-51.8% |
| Participant deferral / active EE | $15,237 | $4,240+259.4% | $2,831+438.2% | $6,710+127.1% |
| Admin fee / account holder | $7,906 | $6,698+18.0% | $4,112+92.3% | $11,403-30.7% |