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 | $267,185 | $73,981+261.2% | $105,722+152.7% | $62,891+324.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 10.71% | 17.60%-6.9pp | 12.25%-1.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,329 | $2,856+16.6% | $4,079-18.4% | $2,281+46.0% |
| Participant deferral / active EE | $10,353 | $4,038+156.4% | $5,326+94.4% | $3,203+223.2% |
| Admin fee / account holder | $33,872 | $5,976+466.8% | $8,308+307.7% | $4,296+688.5% |