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 | $349,076 | $85,766+307.0% | $136,294+156.1% | $70,131+397.7% |
| Participation rate | 98.0% | 74.2%+23.9pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 15.61% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $6,050 | $2,966+104.0% | $4,695+28.8% | $2,342+158.3% |
| Participant deferral / active EE | $8,875 | $5,051+75.7% | $6,247+42.1% | $3,332+166.4% |
| Admin fee / account holder | $9,971 | $5,420+83.9% | $9,243+7.9% | $4,645+114.6% |