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 | $307,266 | $146,267+110.1% | $197,124+55.9% | $82,448+272.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.28% | 29.61%-10.3pp | 44.34%-25.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $10,436 | $4,723+121.0% | $6,227+67.6% | $2,551+309.1% |
| Participant deferral / active EE | $10,726 | $7,035+52.5% | $9,135+17.4% | $4,139+159.1% |
| Admin fee / account holder | $4,250 | $14,422-70.5% | $16,298-73.9% | $7,234-41.2% |