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 | $290,023 | $72,012+302.7% | $185,823+56.1% | $79,858+263.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.04% | 23.12%-7.1pp | 35.95%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $9,928 | $1,965+405.3% | $4,087+142.9% | $2,471+301.8% |
| Participant deferral / active EE | $7,015 | $3,779+85.7% | $5,632+24.6% | $3,740+87.6% |
| Admin fee / account holder | $27,628 | $4,513+512.2% | $9,500+190.8% | $5,306+420.7% |