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 | $270,530 | $57,541+370.2% | $95,745+182.6% | $75,163+259.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.55% | 34.93%-19.4pp | 28.35%-12.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,498 | $1,808+38.2% | $2,835-11.9% | $2,670-6.4% |
| Participant deferral / active EE | $6,340 | $3,074+106.2% | $4,245+49.4% | $4,125+53.7% |
| Admin fee / account holder | $9,821 | $4,099+139.6% | $5,678+73.0% | $5,651+73.8% |