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 | $298,637 | $109,881+171.8% | $150,045+99.0% | $84,808+252.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.35% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,633 | $3,561-54.1% | $4,693-65.2% | $2,631-37.9% |
| Participant deferral / active EE | $19,465 | $6,636+193.3% | $7,997+143.4% | $4,212+362.2% |
| Admin fee / account holder | $11,581 | $8,568+35.2% | $13,435-13.8% | $7,344+57.7% |