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 | $332,143 | $124,281+167.3% | $109,143+204.3% | $167,490+98.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.33% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,046 | $4,207-51.4% | $3,722-45.0% | $4,837-57.7% |
| Participant deferral / active EE | $4,386 | $5,255-16.5% | $4,653-5.7% | $6,341-30.8% |
| Admin fee / account holder | $11,299 | $7,970+41.8% | $6,752+67.3% | $12,309-8.2% |