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 | $368,503 | $72,277+409.8% | $101,248+264.0% | $79,858+361.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.27% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $9,024 | $2,692+235.3% | $3,660+146.6% | $2,471+265.2% |
| Participant deferral / active EE | $10,216 | $3,282+211.3% | $4,370+133.8% | $3,740+173.1% |
| Admin fee / account holder | $4,636 | $4,400+5.4% | $5,945-22.0% | $5,306-12.6% |