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 | $278,210 | $149,734+85.8% | $118,925+133.9% | $158,922+75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.55% | 19.95%-13.4pp | 35.88%-29.3pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,071 | $4,115-74.0% | $3,263-67.2% | $4,761-77.5% |
| Participant deferral / active EE | $7,689 | $5,223+47.2% | $4,265+80.3% | $5,982+28.5% |
| Admin fee / account holder | $1,003 | $8,603-88.3% | $6,581-84.8% | $11,246-91.1% |