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 | $348,529 | $95,803+263.8% | $113,168+208.0% | $84,808+311.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.01% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $9,172 | $2,360+288.7% | $2,975+208.3% | $2,631+248.6% |
| Participant deferral / active EE | $7,225 | $4,242+70.3% | $5,107+41.5% | $4,212+71.5% |
| Admin fee / account holder | $17,954 | $8,989+99.7% | $12,068+48.8% | $7,344+144.5% |