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 | $320,021 | $72,277+342.8% | $101,248+216.1% | $79,858+300.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.82% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $14,799 | $2,692+449.8% | $3,660+304.4% | $2,471+498.9% |
| Participant deferral / active EE | $6,075 | $3,282+85.1% | $4,370+39.0% | $3,740+62.4% |
| Admin fee / account holder | $4,196 | $4,400-4.7% | $5,945-29.4% | $5,306-20.9% |