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 | $477,086 | $58,627+713.8% | $76,735+521.7% | $82,448+478.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 19.60% | 39.10%-19.5pp | 29.77%-10.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $21,206 | $1,729+1126.4% | $2,454+764.1% | $2,551+731.3% |
| Participant deferral / active EE | $10,827 | $3,134+245.5% | $4,088+164.9% | $4,139+161.6% |
| Admin fee / account holder | $4,414 | $5,323-17.1% | $7,189-38.6% | $7,234-39.0% |