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 | $305,686 | $69,977+336.8% | $108,579+181.5% | $62,891+386.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.80% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,691 | $2,135+260.2% | $3,758+104.6% | $2,281+237.2% |
| Participant deferral / active EE | $9,821 | $3,165+210.3% | $4,311+127.8% | $3,203+206.6% |
| Admin fee / account holder | $13,781 | $5,076+171.5% | $7,645+80.3% | $4,296+220.8% |