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 | $257,356 | $181,894+41.5% | $156,549+64.4% | $273,961-6.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.97% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $11,077 | $6,248+77.3% | $5,501+101.4% | $4,869+127.5% |
| Participant deferral / active EE | $27,692 | $5,550+399.0% | $4,871+468.5% | $5,287+423.8% |
| Admin fee / account holder | $4,294 | $15,559-72.4% | $13,027-67.0% | $10,132-57.6% |