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 | $270,009 | $89,355+202.2% | $141,162+91.3% | $72,985+270.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.29% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,443 | $3,114+10.5% | $4,735-27.3% | $2,440+41.1% |
| Participant deferral / active EE | $9,459 | $5,418+74.6% | $6,709+41.0% | $3,607+162.2% |
| Admin fee / account holder | $12,516 | $5,958+110.1% | $10,261+22.0% | $5,124+144.2% |