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 | $290,582 | $81,460+256.7% | $103,333+181.2% | $80,856+259.4% |
| Participation rate | 84.4% | 66.8%+17.6pp | 74.5%+9.9pp | 67.6%+16.8pp |
| Annual return | 11.65% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,215 | $3,105+67.9% | $3,868+34.8% | $2,755+89.3% |
| Participant deferral / active EE | $4,963 | $3,869+28.3% | $5,057-1.9% | $4,296+15.5% |
| Admin fee / account holder | $30,353 | $6,566+362.2% | $8,355+263.3% | $6,918+338.8% |