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 | $349,479 | $138,347+152.6% | $184,203+89.7% | $80,856+332.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.16% | 20.02%-5.9pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $10,996 | $4,850+126.7% | $6,427+71.1% | $2,755+299.1% |
| Participant deferral / active EE | $15,016 | $7,071+112.4% | $9,131+64.4% | $4,296+249.5% |
| Admin fee / account holder | $4,020 | $10,483-61.6% | $13,901-71.1% | $6,918-41.9% |