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 | $286,378 | $56,110+410.4% | $94,993+201.5% | $70,131+308.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 18.89% | 51.02%-32.1pp | 27.12%-8.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $4,219 | $1,442+192.5% | $2,603+62.0% | $2,342+80.1% |
| Participant deferral / active EE | $4,241 | $2,391+77.4% | $3,317+27.9% | $3,332+27.3% |
| Admin fee / account holder | $1,124 | $3,456-67.5% | $4,960-77.3% | $4,645-75.8% |