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 | $255,553 | $72,277+253.6% | $101,248+152.4% | $79,858+220.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.46% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,412 | $2,692+63.9% | $3,660+20.6% | $2,471+78.6% |
| Participant deferral / active EE | $8,174 | $3,282+149.1% | $4,370+87.0% | $3,740+118.6% |
| Admin fee / account holder | $8,177 | $4,400+85.8% | $5,945+37.5% | $5,306+54.1% |