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 | $262,991 | $131,893+99.4% | $303,047-13.2% | $116,875+125.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 87.1%+12.9pp | 74.5%+25.5pp |
| Annual return | 12.93% | 15.41%-2.5pp | 2.47%+10.5pp | 16.29%-3.4pp |
| Employer contribution / active EE | $4,522 | $3,467+30.4% | $7,418-39.0% | $3,288+37.5% |
| Participant deferral / active EE | $10,915 | $4,183+160.9% | $5,070+115.3% | $3,885+180.9% |
| Admin fee / account holder | $57,734 | $14,721+292.2% | $39,333+46.8% | $12,263+370.8% |