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 | $358,631 | $146,267+145.2% | $197,124+81.9% | $82,448+335.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 24.81% | 29.61%-4.8pp | 44.34%-19.5pp | 41.64%-16.8pp |
| Employer contribution / active EE | $9,114 | $4,723+93.0% | $6,227+46.4% | $2,551+257.3% |
| Participant deferral / active EE | $42,278 | $7,035+501.0% | $9,135+362.8% | $4,139+921.4% |
| Admin fee / account holder | $4,551 | $14,422-68.4% | $16,298-72.1% | $7,234-37.1% |