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 | $506,158 | $162,781+210.9% | $133,956+277.9% | $158,922+218.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.65% | 41.94%-20.3pp | 45.09%-23.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $10,322 | $4,975+107.5% | $3,919+163.4% | $4,761+116.8% |
| Participant deferral / active EE | $7,150 | $5,911+21.0% | $5,048+41.7% | $5,982+19.5% |
| Admin fee / account holder | $3,115 | $11,736-73.5% | $8,927-65.1% | $11,246-72.3% |