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 | $253,636 | $101,724+149.3% | $164,813+53.9% | $80,856+213.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.83% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $7,810 | $2,953+164.4% | $4,341+79.9% | $2,755+183.5% |
| Participant deferral / active EE | $6,640 | $4,477+48.3% | $6,031+10.1% | $4,296+54.6% |
| Admin fee / account holder | $7,401 | $8,227-10.0% | $12,690-41.7% | $6,918+7.0% |