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 | $380,851 | $148,978+155.6% | $200,582+89.9% | $84,808+349.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.05% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,752 | $4,815+61.0% | $6,419+20.8% | $2,631+194.6% |
| Participant deferral / active EE | $10,561 | $7,142+47.9% | $9,331+13.2% | $4,212+150.8% |
| Admin fee / account holder | $8,146 | $13,977-41.7% | $16,305-50.0% | $7,344+10.9% |