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 | $308,123 | $131,829+133.7% | $108,579+183.8% | $273,961+12.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.65% | -91.57%+104.2pp | -51.70%+64.3pp | 41.45%-28.8pp |
| Employer contribution / active EE | $2,451 | $4,912-50.1% | $3,758-34.8% | $4,869-49.7% |
| Participant deferral / active EE | $6,677 | $5,127+30.2% | $4,311+54.9% | $5,287+26.3% |
| Admin fee / account holder | $1,674 | $10,252-83.7% | $7,645-78.1% | $10,132-83.5% |