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 | $250,687 | $80,717+210.6% | $154,803+61.9% | $84,808+195.6% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 23.79% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $10,652 | $2,761+285.8% | $4,305+147.4% | $2,631+304.9% |
| Participant deferral / active EE | $11,016 | $3,303+233.5% | $5,540+98.8% | $4,212+161.6% |
| Admin fee / account holder | $19,069 | $6,746+182.7% | $14,329+33.1% | $7,344+159.7% |