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 | $274,508 | $123,793+121.7% | $177,821+54.4% | $79,858+243.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.42% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,695 | $4,095+63.5% | $5,918+13.1% | $2,471+171.0% |
| Participant deferral / active EE | $6,054 | $5,956+1.6% | $7,714-21.5% | $3,740+61.9% |
| Admin fee / account holder | $30,051 | $7,243+314.9% | $12,427+141.8% | $5,306+466.3% |