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 | $316,093 | $142,405+122.0% | $115,157+174.5% | $152,861+106.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.98% | 41.48%-23.5pp | 35.60%-17.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,241 | $4,010-69.0% | $3,179-61.0% | $4,762-73.9% |
| Participant deferral / active EE | $9,216 | $5,164+78.5% | $4,168+121.1% | $5,850+57.5% |
| Admin fee / account holder | $4,230 | $8,462-50.0% | $7,088-40.3% | $11,596-63.5% |