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 | $297,212 | $77,634+282.8% | $156,549+89.9% | $62,891+372.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.16% | 50.32%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $5,273 | $3,444+53.1% | $5,501-4.1% | $2,281+131.2% |
| Participant deferral / active EE | $6,787 | $3,045+122.9% | $4,871+39.3% | $3,203+111.9% |
| Admin fee / account holder | $6,110 | $5,561+9.9% | $13,027-53.1% | $4,296+42.2% |