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 | $313,761 | $138,347+126.8% | $184,203+70.3% | $80,856+288.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.53% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $8,544 | $4,850+76.2% | $6,427+32.9% | $2,755+210.2% |
| Participant deferral / active EE | $8,705 | $7,071+23.1% | $9,131-4.7% | $4,296+102.6% |
| Admin fee / account holder | $19,950 | $10,483+90.3% | $13,901+43.5% | $6,918+188.4% |