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 | $476,950 | $115,882+311.6% | $100,516+374.5% | $158,922+200.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.92% | 34.79%-14.9pp | 30.89%-11.0pp | 302.83%-282.9pp |
| Employer contribution / active EE | $7,519 | $4,103+83.2% | $3,418+120.0% | $4,761+57.9% |
| Participant deferral / active EE | $15,869 | $6,674+137.8% | $6,270+153.1% | $5,982+165.3% |
| Admin fee / account holder | $2,760 | $10,995-74.9% | $8,081-65.8% | $11,246-75.5% |