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 | $251,704 | $54,762+359.6% | $90,281+178.8% | $72,985+244.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.28% | 30.63%-11.4pp | 78.10%-58.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $17,792 | $2,092+750.3% | $2,854+523.3% | $2,440+629.2% |
| Participant deferral / active EE | $16,037 | $2,887+455.5% | $3,885+312.8% | $3,607+344.6% |
| Admin fee / account holder | $44,716 | $3,972+1025.8% | $5,351+735.6% | $5,124+772.6% |