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 | $427,461 | $86,891+392.0% | $142,449+200.1% | $75,163+468.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 20.86% | 23.31%-2.5pp | 19.99%+0.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,518 | $3,355+34.7% | $4,847-6.8% | $2,670+69.2% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,841 | $7,299-6.3% | $10,011-31.7% | $5,651+21.1% |