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 | $401,652 | $86,929+362.0% | $102,423+292.1% | $80,856+396.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.65% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $15,601 | $2,369+558.4% | $3,023+416.0% | $2,755+466.3% |
| Participant deferral / active EE | $7,567 | $4,118+83.7% | $5,053+49.8% | $4,296+76.1% |
| Admin fee / account holder | $18,908 | $8,049+134.9% | $9,451+100.1% | $6,918+173.3% |