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 | $317,815 | $109,359+190.6% | $162,163+96.0% | $72,985+335.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.03% | 25.46%-6.4pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,348 | $3,907+36.9% | $5,614-4.7% | $2,440+119.2% |
| Participant deferral / active EE | $15,189 | $5,481+177.1% | $7,298+108.1% | $3,607+321.0% |
| Admin fee / account holder | $34,911 | $7,972+337.9% | $10,843+222.0% | $5,124+581.3% |