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 | $314,039 | $107,452+192.3% | $91,541+243.1% | $142,382+120.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.63% | 22.06%-7.4pp | 20.50%-5.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,287 | $2,994+76.6% | $2,505+111.1% | $4,299+23.0% |
| Participant deferral / active EE | $7,396 | $4,754+55.6% | $4,008+84.5% | $6,507+13.7% |
| Admin fee / account holder | $1,971 | $8,834-77.7% | $6,956-71.7% | $12,624-84.4% |