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 | $345,608 | $125,758+174.8% | $169,993+103.3% | $75,163+359.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.08% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $5,192 | $4,615+12.5% | $6,785-23.5% | $2,670+94.5% |
| Participant deferral / active EE | $15,530 | $6,837+127.1% | $10,408+49.2% | $4,125+276.5% |
| Admin fee / account holder | $5,133 | $8,173-37.2% | $12,815-59.9% | $5,651-9.2% |