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 | $501,483 | $58,577+756.1% | $83,333+501.8% | $64,186+681.3% |
| Participation rate | 85.3% | 72.0%+13.3pp | 77.8%+7.5pp | 69.6%+15.7pp |
| Annual return | -7.37% | 9.65%-17.0pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $7,303 | $2,098+248.1% | $3,379+116.2% | $2,381+206.8% |
| Participant deferral / active EE | $15,790 | $4,654+239.3% | $5,565+183.7% | $3,470+355.1% |
| Admin fee / account holder | $10,515 | $9,275+13.4% | $7,510+40.0% | $4,888+115.1% |