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 | $550,344 | $86,929+533.1% | $102,423+437.3% | $80,856+580.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.64% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $17,660 | $2,369+645.3% | $3,023+484.1% | $2,755+541.1% |
| Participant deferral / active EE | $6,101 | $4,118+48.1% | $5,053+20.8% | $4,296+42.0% |
| Admin fee / account holder | $12,076 | $8,049+50.0% | $9,451+27.8% | $6,918+74.6% |