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 | $306,622 | $162,781+88.4% | $133,956+128.9% | $158,922+92.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.14% | 41.94%-28.8pp | 45.09%-31.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,563 | $4,975-68.6% | $3,919-60.1% | $4,761-67.2% |
| Participant deferral / active EE | $12,291 | $5,911+107.9% | $5,048+143.5% | $5,982+105.5% |
| Admin fee / account holder | $7,649 | $11,736-34.8% | $8,927-14.3% | $11,246-32.0% |