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 | $269,853 | $110,257+144.7% | $96,544+179.5% | $139,434+93.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.35% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $6,827 | $3,620+88.6% | $2,965+130.3% | $4,751+43.7% |
| Participant deferral / active EE | $5,998 | $5,548+8.1% | $4,851+23.6% | $6,710-10.6% |
| Admin fee / account holder | $9,279 | $11,591-19.9% | $8,252+12.4% | $11,403-18.6% |