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 | $266,162 | $87,841+203.0% | $133,980+98.7% | $62,891+323.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.20% | 12.05%-4.9pp | 29.30%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,694 | $3,483-51.4% | $5,211-67.5% | $2,281-25.7% |
| Participant deferral / active EE | $4,637 | $4,812-3.6% | $6,282-26.2% | $3,203+44.8% |
| Admin fee / account holder | $34,707 | $5,371+546.2% | $9,324+272.2% | $4,296+708.0% |