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 | $251,620 | $78,520+220.5% | $96,576+160.5% | $82,448+205.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.70% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $5,233 | $2,630+99.0% | $3,553+47.3% | $2,551+105.1% |
| Participant deferral / active EE | $7,856 | $6,754+16.3% | $7,956-1.3% | $4,139+89.8% |
| Admin fee / account holder | $715 | $13,455-94.7% | $11,381-93.7% | $7,234-90.1% |