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 | $261,944 | $72,277+262.4% | $101,248+158.7% | $79,858+228.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.24% | 22.30%-9.1pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,818 | $2,692+41.9% | $3,660+4.3% | $2,471+54.5% |
| Participant deferral / active EE | $8,972 | $3,282+173.4% | $4,370+105.3% | $3,740+139.9% |
| Admin fee / account holder | $35,578 | $4,400+708.5% | $5,945+498.4% | $5,306+570.5% |