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 | $263,220 | $76,367+244.7% | $93,606+181.2% | $72,985+260.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.13% | 25.82%-4.7pp | 32.76%-11.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $7,628 | $2,275+235.2% | $2,718+180.6% | $2,440+212.6% |
| Participant deferral / active EE | $6,955 | $3,538+96.6% | $4,069+70.9% | $3,607+92.8% |
| Admin fee / account holder | $13,005 | $6,838+90.2% | $7,888+64.9% | $5,124+153.8% |