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 | $353,228 | $171,164+106.4% | $127,761+176.5% | $152,861+131.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.56% | 23.54%-1.0pp | 26.14%-3.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $8,442 | $5,447+55.0% | $4,574+84.6% | $4,762+77.3% |
| Participant deferral / active EE | $13,595 | $7,038+93.1% | $6,021+125.8% | $5,850+132.4% |
| Admin fee / account holder | $6,434 | $14,530-55.7% | $9,395-31.5% | $11,596-44.5% |