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 | $266,980 | $127,065+110.1% | $113,168+135.9% | $142,382+87.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.27% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,493 | $3,442+30.5% | $2,975+51.0% | $4,299+4.5% |
| Participant deferral / active EE | $5,338 | $5,716-6.6% | $5,107+4.5% | $6,507-18.0% |
| Admin fee / account holder | $4,086 | $15,736-74.0% | $12,068-66.1% | $12,624-67.6% |