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 | $311,564 | $68,719+353.4% | $91,541+240.4% | $84,808+267.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.39% | 19.12%-2.7pp | 20.50%-4.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,926 | $1,920+208.7% | $2,505+136.6% | $2,631+125.2% |
| Participant deferral / active EE | $8,602 | $3,136+174.3% | $4,008+114.6% | $4,212+104.3% |
| Admin fee / account holder | $12,558 | $5,786+117.0% | $6,956+80.5% | $7,344+71.0% |